403(b) retirement plan sponsors are required to periodically amend their documents for changes in the law. This program will discuss required legal updates and deadlines, discretionary amendments that may benefit both participants and plan sponsors, and potential legal changes and how to prepare for them. In addition, the program will discuss recent fiduciary litigation and outline strategies for limiting litigation risk, including alternative plan structures and engaging investment consultants.
Presenters
, Senior Vice President/Retirement Plan Consultant, CBIZ
Molly Callender Hobbs, Partner, 麻豆十三女郎
Craig Kovarik, Partner, 麻豆十三女郎
Who Should Attend
Plan sponsors, plan fiduciaries, in-house counsel, third party administrators, and advisors to 403(b) retirement plans.
Continuing Education Credit
This program is pending approval for Colorado, Illinois, Iowa, Kansas, Missouri, Minnesota, Nebraska, Tennessee, Texas, and Wisconsin continuing legal education credit.