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More and more qualified plan administrators find themselves being brought into the 403(b) marketplace. While there are many similarities between 403(b) plans and 401(k) plans, there are also several profound differences.
This Web seminar series is designed for 401(k) practitioners who would like to understand 403(b) plans. It builds on the knowledge you already have, to help you effectively advise clients and keep 403(b) plans running properly. If you work primarily with 403(b) plans and would like to develop a better understanding of the rules, you also will benefit from the careful explanation of the 403(b) requirements.
Topics include:
Level:Overview
Instructional Delivery Method
Group – Internet-Based
Speaker: Stephen W. Forbes, J.D., LL.M.
Author of the 5500 Filing Guide
Objectives: After attending this Web seminar, an attendee should be able to:
How To Participate
You will need a phone (speakerphone, for additional paid participants authorized to share 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.
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.
Program related requests, questions, or concerns may be emailed to: relius.education@sungard.com.