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We get a lot of questions about 403(b) and 457(b) plan documents. Practitioners keep trying to pound the round pegs of these plans into the square holes of the qualified plan world. But the pegs won’t fit! The detailed procedures that the IRS provided for qualified plans, which have long had determination letters and preapproved plans, just do not apply to these other types of plans. So what should a document sponsor do? This program will answer that key question, and report on the status of our 403(b) volume submitter document submissions with the IRS.
Topics include:
There are no prerequisites or other advanced preparation for this program. The speaker will assume attendees have a basic familiarity with the qualified plan document rules. Attendees should have one year of experience.
Level: Beginning
Instructional Delivery Method
NASBA Field of Study: Taxes
Speaker: S. Derrin Watson, J.D.
Objectives: After attending this Web seminar, an attendee should be able to:
How to participate
You will need a phone (speakerphone, for multiple participants sharing the Primary registrant’s authorized connection) and Internet Access. The graphics presentation and illustrations will be viewed via the Primary registrant’s Web connection, while the speaker audio portion will be via the Primary registrant’s telephone. Important Note: The user registrant must be logged in via the internet for CE purposes.
Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.
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