Event: How to Implement the Final Regulations Under Code Section 403(b)

The new Code Section 403(b) regulations for non-profit organizations have been finalized. These regulations significantly expand the employer’s responsibilities regarding section 403(b) retirement arrangements moving forward.

Presentation Agenda

The new Code Section 403(b) regulations are the first comprehensive update of the IRS guidance in over 40 years. The new rules require employers to more actively manage their 403(b) plans and to actively monitor their 403(b) provider(s).

Principal Financial Group, one of the leading providers in the 403(b) marketplace, will provide their overview of the new regulations, including a provider’s perspective on achieving the new oversight requirements for employers, recordkeeping obstacles and solutions, 403(b) investment vehicle enhancements and controlling recordkeeping and investment management fees and expenses.

Ungaretti & Harris LLP will provide their overview of the new regulations, including the new plan document requirements, information sharing agreements with providers, restructuring of multiple arrangements to achieve compliance, delegating responsibilities to providers and TPA’s and the fiduciary responsibilities of employers and plan committees under ERISA or state law.

An interactive question and answer session will allow attendees to "compare notes" and get the most recent interpretations of this IRS guidance as the deadline for compliance approaches.

Registration is free. For more information, view the seminar invitation.