403(b) Plans: Cycle 2 Update

ASC

Pre-approved 403(b) plans have become an important line of business for many practitioners and financial institutions. With Cycle 2 just around the corner, staying up to date on changes to the 403(b) pre-approved plan program and the options available to 403(b) plan sponsors is essential.

In this two-hour CE webcast, John Griffin, JD, LLM will discuss rules and procedures every practitioner who works with, or is thinking of working with, 403(b) plans should know. 

Topics will include:

• 403(b) pre-approved program under Revenue Procedure 2021-37
• Important Cycle 2 deadlines and decisions for 403(b) pre-approved plan Providers
• Impact of SECURE 2.0 on 403(b) plans
• 403(b) pre-approved plan options for 501(c)(3) organizations, public schools and churches 
• How 403(b) plans differ from 401(k) and 457(b) plans
• Common compliance issues

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