Cozen O’Connor: 10 Common Employer Mistakes in Administering 403(b) Plans

10 Common Employer Mistakes in Administering 403(b) Plans

Location

Asher & Company, Ltd.
Ten Penn Center
1801 Market Street, Suite 1700
Philadelphia, PA 19103

Date & Time

Start Date: 04/14/2011

Download Calendar Appointment

 

Now that nonprofit employers have had time to absorb the new regulations and requirements issued by the Department of Labor and Internal Revenue Service imposed on 403(b) plans (including the final 403(b) regulations and written plan document requirement, plan audits for larger plans and electronic filing of the Form 5500), join us to discuss common mistakes that employers make in administering these plans and strategies to avoid them.

We will also briefly discuss new guidance issued by the Internal Revenue Service with respect to termination of 403(b) plans and update you on the determination letter process for 403(b) plans.

Global event and legal and regulatory developments have dramatically impacted the landscape for nonprofit, employee compensation. Laura Solomon, Esq. will highlight critical changes in the law and new Form 990 so you can understand how the new disclosure obligations and donor and regulator expectations impact your organization.


Speakers

Jay Dorsch and Stephen Bowers


Sponsor


Attorneys

Jay A. Dorsch

Member

jdorsch@cozen.com

(215) 665-4685