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Employee Benefit Plans 2012

Reflections from a 403(b) TPA

May 2, 2012 7:00am ‐ May 2, 2012 8:00am


Hear a TPA's and consulting firm's perspective on the world of 403(b) plans, including their interactions with plan sponsors and auditors. Given the impact of the new requirements are so broad, this is a great interactive discussion to hear about the reflection in the rear view mirror - and what can be done to plan ahead. Session will include a lively discussion of audit complications in 403(b) plans as viewed by a 403(b) provider. Topics of discussion will include the following:
-valuation of fixed rate products
-contract loans
-multiple vendors
-allowable investments
-role of insurance company
-use of separate recordkeeping plans for a single ERISA plan


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