New York City District Council of Carpenters Benefit Funds
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Retirement Planners and Administrators (RPA)
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Fringe Benefit Group
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Great Lakes Pension Associates, Inc.
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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403(b) and 457(b) Plan Compliance Challenges: Avoiding Pitfalls in Plan Design and AdministrationStrafford |
Aug. 27, 2019 Recorded Online Webinar |
Universal Availability Rule, Excess Contributions, Hardship Distributions, Plan Amendments, Limiting Claims This CLE webinar will guide employee benefits counsel on key compliance challenges in the design and administration of 403(b) and 457(b) plans and methods to overcome them. The panel will discuss complex rules and pitfalls to avoid in plan design, key administrative challenges, the universal availability rule, excess contributions, hardship distributions, and methods to limit claims. Sections 403(b) and 457(b) plan compliance presents significant challenges for employee benefits counsel and plan administrators. Sponsors of 403(b) and 457(b) plans must consider the impact of recent regulatory and litigation developments to ensure strict compliance to avoid potential claims. Litigation against sponsors of 403(b) plans stemming from fiduciary duties, expenses, and exemptions are occurring with greater frequency over the last few years. The administration of 403(b) plans requires detailed knowledge of new hardship distribution rules, the universal availability rule, and recent guidance to avoid compliance issues. For 457(b) plans, employers must understand the complex rules relating to contributions and distributions, maintaining exempt status under ERISA, and the application of Section 409A and Section 4960 excise tax. Employee benefits counsel must have a complete understanding of these complex rules to properly advise plan sponsors and administrators in the design and implementation of 403(b) and 457(b) plans. Listen as our panel discusses key compliance challenges in the design and administration of 403(b) and 457(b) plans and offers an in-depth analysis of complex rules and methods to avoid compliance traps. Outline:
The panel will review these and other key issues:
Faculty:
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