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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

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