2021 Fiduciary Institute Series: Part 3 - Fiduciary Issues for Section 403(b) Annuity and Custodial Plans [CC]

    2021 Fiduciary Institute Series: Part 3 - Fiduciary Issues for Section 403(b) Annuity and Custodial Plans [CC]
    CLE 90 min

    2021 Fiduciary Institute Series: Part 3 - Fiduciary Issues for Section 403(b) Annuity and Custodial Plans [CC]

    The panel will focus on fiduciary issues for Section 403(b) annuity and custodial plans issues.

    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:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      04/08/2023

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2022

    1.50 total credit hours including

    • Substantive Law

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2024

    2.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      12/30/2023

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2024

    2.00 total credit hours including

    • General

      Status:

      Self apply

      2.00 credit hours

      Available until:

      10/08/2022

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2023

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2026

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2023

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2022

    1.50 total credit hours including

    • General

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      Self apply

      1.50 credit hours

      Available until:

      06/30/2021

    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      04/08/2023

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2024

    1.80 total credit hours including

    • General

      Status:

      Self apply

      1.80 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      04/08/2023

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      04/08/2024

    1.80 total credit hours including

    • General

      Status:

      Available for credit

      1.80 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2023

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      04/08/2024

    1.80 total credit hours including

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      Reciprocity

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      04/08/2024

    1.50 total credit hours including

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      04/08/2026

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    • Areas of Professional Practice

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      04/08/2024

    1.50 total credit hours including

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      Applied for

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      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      12/31/2021

    2.00 total credit hours including

    • General

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      Approved

      2.00 credit hours

      Available until:

      04/08/2025

    1.50 total credit hours including

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      04/08/2024

    1.50 total credit hours including

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      04/08/2024

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      Approved

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      Available until:

      04/08/2023

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

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      04/08/2023

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/31/2021

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      04/08/2023

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      04/08/2026

    1.80 total credit hours including

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      Applied for

      1.80 credit hours

      Available until:

      04/08/2024

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      04/08/2022

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      04/08/2024

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    Closed Captioned.

    Fiduciary Issues for Section 403(b) Annuity and Custodial Plans - Part 3 of the 2021 ERISA Fiduciary Institute: 6-Part Webinar Series

    Highlights include:

    • The Investment Structure of 403(b) Plans
    • 403(b) Fees and Compensation Arrangements for ERISA and non-ERISA Plans
    • Fiduciary Rules in Managing Particpant Controlled Contracts
    • Handling Legacy Contracts and Investments
    • SECURE’s Fiduciary Insurance Company Fiduciary Safe Harbor Prominent
    • 403(b) Rule Differences in Plan Administration
    • Fiduciary Litigation – Case Review (e.g., Fee Cases)

    Moderator:

    • Frank Palmieri, Palmieri & Eisenberg, Princeton, NJ

    Speakers:

    • Robert J. Toth, Law Offices of Robert J. Toth, Jr. LLC, Fort Wayne, IN
    • Evan Giller, Boutwell Fay LLP, New York, NY
    • Bonnie M. Treichel, Retirement Law Group, Portland, OR

    Product Details

    Moderators

    Francis W Palmieri

    External Sponsors

    American College of Employee Benefits Counsel

    Panelists

    Bonnie M Treichel, Evan Giller, Robert Joseph Toth

    Sponsors

    Business Law Section, Health Law Section, Joint Committee On Employee Benefits, Section of Labor and Employment Law, Section of Real Property, Trust and Estate Law, Section of Taxation, Tort Trial and Insurance Practice Section

    Product Code

    EB2104FIW3OLC

    Duration

    90

    Publication Date

    4/9/2021 12:00:00 AM

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