Universal Availability is one of the key distinguishing features of 403(b) plans. It’s such a simple concept: if anyone can defer, everyone can defer. But what seems simple at first glance is much more involved, particularly after important new guidance the IRS issued, dealing with the “once-in-always-in” rule, in November.
S. Derrin Watson will walk you through the issues, the requirements, the options, the risks, and the nuances, in this 50-minute presentation.
1 hour CE for ERPA / NIPA / ASPPA
Presented by: S. Derrin Watson, JD, APM
Click here for a pdf file of the slides.
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