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      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

      • 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:

        Approved

        2.00 credit hours

        Available until:

        12/31/2023

      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:

        Applied for upon completion

        1.50 credit hours

        Available until:

        12/31/2023

      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:

        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:

        12/31/2023

      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:

        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:

        04/08/2024

      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

      • General

        Status:

        Reciprocity

        1.80 credit hours

        Available until:

        04/08/2024

      1.50 total credit hours including

      • General

        Status:

        Approved

        1.50 credit hours

        Available until:

        04/08/2026

      1.50 total credit hours including

      • Areas of Professional Practice

        Status:

        Approved

        1.50 credit hours

        Available until:

        04/08/2024

      1.50 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.50 credit hours

        Available until:

        12/31/2023

      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:

        Approved

        1.50 credit hours

        Available until:

        04/08/2024

      2.00 total credit hours including

      • General

        Status:

        Approved

        2.00 credit hours

        Available until:

        04/08/2025

      1.50 total credit hours including

      • Substantive

        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:

        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:

        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:

        04/08/2024

      1.50 total credit hours including

      • Law & Legal Procedure

        Status:

        Self apply

        1.50 credit hours

        Available until:

        04/08/2026

      1.80 total credit hours including

      • General

        Status:

        Applied for

        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

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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 Jr.

      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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