Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Display and Distribute
Your Job Openings
COVID-19 News
COVID-19 Webcasts

Featured Jobs

401(k) Plan Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates
(Telecommute)

Blue Ridge ESOP Associates logo

ESOP Administrator -- Sign-on bonus!

Blue Ridge ESOP Associates
(Telecommute)

Blue Ridge ESOP Associates logo

Retirement Plan Consultant

Definiti
(Telecommute / Dallas TX / University Place WA / The Woodlands TX)

Definiti logo

Document Specialist

Definiti
(Telecommute / University Place WA / The Woodlands TX / Erie PA / Dallas TX / FL)

Definiti logo

Experienced DC Administrator/ Reviewer

MGKS
(Telecommute / Phoenix AZ)

MGKS logo

Pensions Plan Administrator

Quantech Pensions LLC
(Anaheim CA)

Associate

Actuarial Benefits & Design Company
(Telecommute / VA)

Client Manager

CMC Pension Professionals
(Telecommute / CA)

CMC Pension Professionals logo

Retirement Plan Administrator

Atlantic Pension Services Inc
(Telecommute / Kennett Square PA)

Atlantic Pension Services Inc logo

Retirement Plan Administrator

Carpenter Morse Group
(Telecommute / Longwood FL)

Carpenter Morse Group logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming, by Date   |   Recorded
Conferences  >  Upcoming, by Date   |   Upcoming, by State
Combined  >  Upcoming, by Date   |   Recorded or Upcoming, by Sponsor

View More FIS Relius Education Webcasts and Conferences

403(b) Plans for 401(k) Administrators

FIS Relius Education

May 11, 2017
Recorded Online
Webcast
[Recorded online and available for purchase.]

403(b) Plans for 401(k) Administrators: A 3-Part Program

More and more qualified plan administrators find themselves being brought into the 403(b) marketplace and the rollout of pre-approved 403(b) plan documents is only going to increase their popularity. While there are many similarities between 403(b) plans and 401(k) plans, there are also several profound differences that are traps for the unwary 401(k) practitioner.

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:

  • Background
  • Eligible employers/employees
  • Investment vehicles
  • ERISA requirements/DOL
  • Written plan requirement
    • Prototype program
    • Correcting failures
  • Exchanges and transfers
  • Separate accounts
  • Elective deferrals
    • Universal availability
  • Contribution/415 limits
  • Coverage/Nondiscrimination
  • Common control rules
  • Distribution and taxation
  • Terminations and transfers
  • Plan loans
  • Failures and corrections

More Information, How to Register

© 2021 BenefitsLink.com, Inc.