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403(b) Plans for 401(k) AdministratorsFIS Relius Education |
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May 11, 2017 Recorded Online Webcast |
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[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:
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