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This program was recorded during a live presentation on March 16, 2011.
After a year and a half on the IRS “to do” list, the IRS has finally released guidance regarding 403(b) plan terminations. The guidance is helpful. It answers several key questions regarding 403(b) terminations. However, it leaves many other issues unanswered and leaves 403(b) sponsors with group annuity contracts without an effective means of plan termination if the vendor does not cooperate.
This Web seminar focuses on what we now know about 403(b) terminations, but we also look at those things that are still shrouded in the mists of uncertainty.
Prerequisites: The speaker will assume that participants have a basic understanding of 403(b) operations and requirements.
Instructional Delivery Method
Recorded playback of a live presentation.
S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After attending this seminar, attendees should be able to:
Recorded Event Time Limitation:
This recorded event will be available for 20 days from your date of registration.
Program related requests, questions, or concerns may be e-mailed to: firstname.lastname@example.org.