Description
This course provides an overview of the 403(b) arrangement, how it operates and which entities may provide this benefit plan. In addition, we discuss recent changes to the 403(b) rules and the impact these changes may have on plan participants. The governance best practices of the 403(b) are also explored along with vendor management and compliance strategies.
Learning Objectives
• Appreciation of the unique role of the 403(b)
• Awareness of the increasing importance of the 403(b)
• Understanding how 403(b) arrangements operate
• Vendor management strategies
• Maintaining an effective plan governance structure
• Appreciating and positioning the 403(b) opportunity for the employees