Practical Issues for Section 403(b) and 457 Plans for Not-For-Profit, Governmental and Religious Organizations (On-Demand CLE)

    Practical Issues for Section 403(b) and 457 Plans for Not-For-Profit, Governmental and Religious Organizations (On-Demand CLE)
    CLE 90 min

    Practical Issues for Section 403(b) and 457 Plans for Not-For-Profit, Governmental and Religious Organizations (On-Demand CLE)

    Rev. Proc. 2017-18 currently extends a remedial amendment period through March 31, 2020 to “fix” Section 403(b) document deficiencies, which many of your not-for-profit clients should embrace. Learn about the history of Section 403(b) Plans and Section 457 Plans and what makes them different from Section 401(k) Plans. Our experienced legal panel will also take a deep dive on practical problems to be considered and solutions presented.

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    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      11/30/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      09/11/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/02/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      10/12/2019

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      09/11/2020

    1.50 total credit hours including

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      Self apply

      1.50 credit hours

      Available until:

      09/11/2020

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      09/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      10/11/2020

    1.80 total credit hours including

    • General

      Status:

      Available for credit

      1.80 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      09/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      10/11/2020

    1.80 total credit hours including

    • General

      Status:

      Reciprocity

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      10/11/2020

    1.50 total credit hours including

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      Approved

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      10/11/2020

    1.50 total credit hours including

    • Areas of Professional Practice

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      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      09/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/30/2019

    2.00 total credit hours including

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      2.00 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

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      Approved

      1.50 credit hours

      Available until:

      11/15/2020

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      09/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/30/2021

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      10/12/2019

    1.75 total credit hours including

    • General

      Status:

      Approved

      1.75 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • Law & Legal Procedure

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      Applied for

      1.50 credit hours

      Available until:

      09/11/2020

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      10/11/2020

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      09/11/2020

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    Correcting 403(b) errors under the Voluntary Correction Program (VCP) will be considered, as well as the use of Section 457(b) and Section 457(f) Programs to enhance executive benefits.

    Topics will include:

    • The history of Section 403(b) Plans and what makes them unique
    • The differences between ERISA-covered and Non-ERISA 403(b) Plans
    • DOL Safe Harbor Non-ERISA 403(b) Plans
    • Plan document considerations: New Section 403(b) volume submitter and prototype plans are just being approved – are they for you?
    • Why were Administrative Requirement Checklists required to be an IRS-Approved Documents?
    • Use of the Remedial Amendment provided by Rev. Proc. 2017-18 before March 31, 2020
    • Typical document errors and deficiencies due to the lack of a 403(b) Determination Letter program
    • Investment issues for 403(b) Plans: Funding vehicles – Individual and Group Annuity Contracts and Custodial Accounts
    • College and University 403(b) Plan fee litigation
    • The history of Section 457 Plans and what makes them unique
    • Three types of 457 plans but only 2 Code Sections – Yikes!
    • Application of Code Section 409A to 457 Plans
    • How to maximize benefits for executives using 457 Plans

    Product Details

    Moderators

    Francis W Palmieri

    Panelists

    Evan Giller, Robert Joseph Toth, Ryan McDonald, Weiyen M Jonas

    Sponsors

    Joint Committee On Employee Benefits

    Product Code

    CEEB1711WEB5OLC

    Duration

    90

    Publication Date

    11/16/2017 12:00:00 AM

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