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Employee Benefit Plans 2015


403(b) Title I Plan Update


May 20, 2015 8:00am ‐ May 20, 2015 9:15am

Standard: $49.00

Description

Following the release by the IRS and the DOL of their respective regulations and guidance relating to 403(b) plans, there was a flurry of activity through 2010. Since then, 403(b) plans haven’t garnered much attention. This session will review where 403(b)s have been and look at where they are now.
• Discuss the IRS prototype plan and determination letter process for 403(b)s
• Have an interactive discussion relating to current challenges and opportunities

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