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This is a special two-part event recorded on October 1-2, 2008. Each part is 150 minutes, for a total viewing time of 300 minutes.
Many clients have attended our EGTRRA Pre-approved Plan Workshops to learn the ins and outs of our EGTRRA restated prototype and prototype formatted volume submitter qualified plans. This two-part Web seminar is designed to accomplish the same function for our prototype 403(b) document, but with all the convenience of a Web seminar.
Derrin Watson, one of the principal drafters of our 403(b) document, will review that document in detail. We'll briefly discuss the document rules and deadlines under the final regulations. We will then have a detailed presentation of the different adoption agreements and how to use available options to accomplish a sponsor's objectives. Of course, there will be opportunities to submit your questions about using our new 403(b) plan.
If you plan to use our forms to design 403(b) plans, or you’re thinking of doing so, you need to attend this special presentation. Topics include:
Speaker – S. Derrin Watson, J.D., APM
Recipient of the 2006 ASPPA Educator's Award
Instructional Delivery Method
Recorded playback of live Web seminar.
The speaker will assume some familiarity with the basic principles of 403(b) plans under the final regulations.
Level - Intermediate
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: WebTechSem@relius.net