A Deeper Dive on 403(b) and 457 Plans for Not-For-Profit, Governmental and Religious Organizations Part II (On-Demand CLE)

    A Deeper Dive on 403(b) and 457 Plans for Not-For-Profit, Governmental and Religious Organizations Part II (On-Demand CLE)
    CLE 90 min

    A Deeper Dive on 403(b) and 457 Plans for Not-For-Profit, Governmental and Religious Organizations Part II (On-Demand CLE)

    If you want to further your knowledge about Rev. Proc. 2017-18, which currently extends a remedial amendment period through March 31, 2020 to “fix” Section 403(b) document deficiencies, this course is for you. Join our experienced legal panel as they take a deep dive on practical problems to be considered and solutions presented.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      11/06/2020

    2.00 total credit hours including

    • General

      Status:

      Applied for upon completion

      2.00 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      02/28/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/10/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/29/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      03/24/2021

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    1.80 total credit hours including

    • General

      Status:

      Available for credit

      1.80 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      11/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      12/06/2020

    1.80 total credit hours including

    • General

      Status:

      Reciprocity

      1.80 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • Areas of Professional Practice

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      11/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    2.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/18/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      11/06/2020

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/11/2020

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/06/2020

    1.75 total credit hours including

    • General

      Status:

      Approved

      1.75 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • Law & Legal Procedure

      Status:

      Applied for

      1.50 credit hours

      Available until:

      11/06/2020

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      12/06/2020

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.75 credit hours

      Available until:

      11/06/2020

    $195
    NON-MEMBERS
    $0
    MEMBERS
    *Additional discounts may apply at checkout

    Log In to view your rate

    Many not-for-profit entities should embrace the opportunity to “fix” Section 403(b) document deficiencies. Our faculty will discuss correcting 403(b) errors under the Voluntary Correction Program (VCP), as well as the use of Section 457(b) and Section 457(f) Programs to enhance executive benefits.

    • What are the Fiduciary Rules that Apply to Section 403(b) Plans?
    • Recordkeeping and Investment Issues for Section 403(b) Plans
    • The True Costs for Administering Section 403(b) Plans and When to Conduct an RFP Project
    • How to Work with Auditors who are Unfamiliar with Section 403(b) Plans
    • Service Agreement and Vendor Issues for Section 403(b) Plans
    • Should Employers Sponsoring Section 403(b) Plans Consider Shifting to Section 401(k) Plans?
    • Section 457 Multiple Employer Plans (MEPs)
    • Housing Allowances, Vows of Poverty, and Other Issues Unique to Religious Organizations.
    • 403(b)(9) Retirement Income Accounts – What They Are and Why They Are Unique?
    • Common Errors with Section 457 Plans and the IRS’ Error Correction Program
    • 457 Plan Documents and Statutory Plans
    • Special Governmental Plan Issues, including the definition of "governmental entity," grandfathered governmental 401(k) plans and 415(m) plans
    • Conducting Requests for Proposal (RFP) Projects for Section 457(b) Plans

    Program sponsored by Retirement Planology.

    Product Details

    Moderators

    Francis W Palmieri

    Panelists

    Evan Giller, Robert Joseph Toth, Weiyen M Jonas

    Sponsors

    Joint Committee On Employee Benefits

    Product Code

    CEEB1712WEB10OLC

    Duration

    90

    Publication Date

    12/19/2017 12:00:00 AM

    Related Products

    Related Events