Join Boutwell Fay's Evan Giller as he presents on 403(b) plans along with Robert Toth, JD, of Toth Law and Consulting on Tuesday, 17 Jan 2023, from 10:00 AM to 11:40 AM, PST. You can register for this event by clicking here.
In this webinar, two veteran 403(b) attorneys will review some of the significant changes to 403(b) plans that are included in the recently passed retirement plan legislation, the impact of those proposals on 403(b) plan design, and administration, and some as yet unresolved questions raised by the legislation. We will also examine other recent developments from the IRS and the DOL that affect 403(b) plans. Finally, we will share some dispatches from the front lines that illustrate common compliance challenges faced by 403(b) plan administrators, and that serves as a reminder that 403(b) plans still are not 401(k) plans.
Attendees will gain an understanding of:
Some of the provisions in SECURE Act 2.0 that will affect 403(b) plans
Recent developments that affect 403(b) plan administration
Common 403(b) compliance issues and how to address them
CE Credit is also available.