403(b) and 457(b) Plan Compliance Challenges: SECURE 2.0, Requirements, Limits, Plan Design and Administration
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE webinar will provide guidance to employee benefits counsel on key compliance challenges in the design and administration of 403(b) and 457(b) plans and methods to overcome them. The panelist will discuss complex rules and pitfalls to avoid in plan design, key administrative challenges, and the impact of SECURE 2.0.
Outline
- Overcoming compliance issues of 403(b) plans
- Avoiding compliance traps in 457(b) plans
- Impact of SECURE 2.0
- Key considerations for plan modifications in light of recent developments
Benefits
The panelist will review these and other key issues:
- Key compliance issues of 403(b) and 457(b) plans
- SECURE 2.0 and other regulations impacting plan design and administration
- Universal availability rule traps and methods to avoid them
- Plan modifications to consider in light of recent developments
Faculty
Jeffries M. Hamilton
Attorney
Frost Brown Todd
Mr. Hamilton concentrates his practice in the area of employee benefits law. He has over 20 years of experience... | Read More
Mr. Hamilton concentrates his practice in the area of employee benefits law. He has over 20 years of experience navigating the complexities of ERISA and the Internal Revenue Code, including drafting plan documents, amendments, summaries and notices, reviewing agreements and contracts with third party administrators and vendors, and performing employee benefit due diligence for mergers and acquisitions. Mr. Hamilton has represented clients under audit by the Internal Revenue Service and the Department of Labor and has completed numerous retirement plan corrections. He has obtained funding waivers for defined benefit pension plans and helped clients respond to reportable event inquiries from the Pension Benefit Guaranty Corporation. Mr. Hamilton has advised clients on issues related to multi-employer union pension plans, including plan audits and withdrawal liability. He has a special focus on employee benefits for tax exempt and nonprofit employers such as hospitals, schools, churches and church-related organizations, and other charitable organizations. Mr. Hamilton has in-depth, practical experience dealing with the rules and requirements that apply to Code § 403(b) and 457 plans sponsored by tax-exempt employers.
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