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This s a recording of a program presented live on March 17, 2010.
The DOL has just issued its third Field Assistance Bulletin (FAB) in the last three years dealing with 403(b) plans. The new FAB addresses two issues of vital interest to 403(b) practitioners: (1) To what extent must a 403(b) plan report pre-2009 contracts on its Form 5500; and (2) When is a deferral-only 403(b) plan subject to ERISA. The resulting Q&As yield several surprising results and answer some long-held practitioner questions.
Our March 17 Web seminar explores both of these issues. We look at when a 403(b) plan is exempt from ERISA. If the plan is subject to ERISA, we examine the issues involved in filing Form 5500. We tell you both what we know and what is still uncertain, and give you plenty of details and examples.
Objectives: After the seminar, attendees will be able to:
Speaker: Stephen W. Forbes, J.D., LL.M.
Prerequisites: The speaker will assume that attendees are familiar with 403(b) plans and Form 5500 filing requirements in general, but will not assume familiarity with whether 403(b) plans are subject to ERISA. There are no other prerequisites or advance preparation for this program.
Instructional Delivery Method
Recorded playback of live presentation.
After attending this presentation, the participant will be able to assist a client to correct failures in its nonqualified plan documents, at the lowest possible cost.
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: email@example.com.