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ERISA 403(b) Plans vs. Non-ERISA 403(b) Plans

ASC

May 16, 2019
Recorded Online
Webcast

Not all 403(b) plans are created the same!  Different regulatory rules apply to different types of 403(b) plans and the entities that maintain these plans.  It is important that 403(b) plan practitioners know the many distinctions between the rules and their application.

In this 2-hour webcast, John Griffin, J.D., LL.M. will discuss the differences between 403(b) plans subject to Title I of ERISA and those that are not. Other important distinctions also will be discussed.

Webcast topics will include:

  • 403(b) plans that are subject to Title I of ERISA (e.g., plans sponsored by 501(c)(3) organizations)
  • 403(b) plans that are not subject to Title I of ERISA (e.g., church and governmental entities)
  • If applicable, what are the Title I rules?
    • Document requirements
    • Fiduciary rules
    • Reporting and disclosure requirements (e.g., Form 5500)
    • Vesting
    • Spousal rights
  • Title I exemption for salary reduction only 403(b) plans
  • Other important distinctions, including application of the Code's nondiscrimination rules

Presenter Info:
Industry expert and ERISA attorney, John Griffin, J.D., LL.M., has over 35 years' experience in the employee benefits field, including training and consulting with top firms in the industry.

More Information, How to Register

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