Final 403(b) Regulations
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Subject: |
Final 403(b) Regulations |
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When: |
Take this recorded webinar at your convenience |
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Duration: |
About 100 Minutes |
On July 23, 2007, the IRS issued the much anticipated final 403(b) regulations. The final regulations, which are the first comprehensive regulations issued for 403(b) plans in over 43 years, not only encompass the legal changes made to 403(b) plans since 1964, but also make significant fundamental policy changes to the way 403(b) plans will need to be established and administered in the future.
With new plan requirements and operational responsibilities, the final regulations attempt to move the 403(b) industry closer to the model currently in place for the 401(k) and 457(b) industries. Sponsors of 403(b) contracts, administrators, participants and beneficiaries will all be affected by the final regulations. The final regulations, which are effective July 26 2007, generally apply to taxable years beginning on or after December 31, 2008.
This recorded webinar will provide financial service professionals with a high-level understanding of the key elements of the Final 403(b) Regulations.
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Brief Summary of Topics to be Addressed |
- New Sponsor-Level Written Plan Document Requirements
- Contribution and Vesting Issues
- Eligible Investment Products
- Distributions and Plan Terminations
- Transfer Rules (90-24 Transactions)
- Universal Availability and Notice Requirements
- 414(c) Common Control
- Designated Roth 403(b) Accounts
- Strategic Business Decisions for Current 403(b) Providers
- Competing in the New 403(b) Landscape
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What is a webinar?
Convergent Retirement Plan Solutions, LLC. webinars provide you just-in-time, education and information without you ever leaving the office. When you use this format, you'll simply click and learn from a prerecorded web session where one of our professional consultant instructors facilitated the live informational session. For each webinar purchase, you may invite as many listeners as will fit in your training or conference room.
How much does it cost?
Each instance (viewing) of the webinar costs $295 and will accommodate as many listeners as you can fit in your office or conference room. You will be invoiced.
How can I get more information?
Contact Convergent Retirement Plan Solutions, LLC.
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