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  • 403(b) Update for 2017: Pre-Approved Plan Documents and More

    Please join Sherrie Boutwell and Evan Giller for an informative and timely presentation about 403(b) plans.  This webinar will focus on the new pre-approved plan documents that were just released by the Internal Revenue Service, and discuss how plan sponsors should decide whether or not to adopt a pre-approved plan. They will also discuss the claims underlying the wave of lawsuits against 403(b) plans in the last year and how plan sponsors can protect themselves. Finally, Sherrie and Evan will explore a number of common mistakes in the operation of 403(b) plans, as well as how to avoid them.

    This webinar will be held on June 21, 2017, beginning at 11:00 a.m. PDT and lasting approximately 1 hour. All are welcome, and there is no fee to participate.

    Ready to register?  Visit: 403(b) Update for 2017

    For more information or questions about our firm, please visit the Contact Us page.


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