Operational Plan Review of your 403(b)

1 - 2 p.m.

Registration is open to HANYS Members and non members

Description: The plan sponsor community has been woefully unprepared to meet the increased scrutiny of 403(b) plan operations by the IRS, Department of Labor and private auditors. There has been a material spike in plan correction applications, investigations and regulatory penalties, not to mention the associated professional service fees necessary to tackle these problems.

But don’t just take our word for it. Let your fellow plan sponsors’ experiences tell the tale.

This webinar will feature real life stories about sponsors just like you. Each had a “What, me worry?” attitude concerning their plan, confident that they had everything well in hand — until it all changed.

Objectives: Attendees will learn:

• the pros and cons of conducting a plan operational review;
• when you should do it; and
• how much you can expect to spend.

We previously postponed this program due to the COVID-19 pandemic and are pleased to bring it to you now.

Presenters:

Carol Idone, Vice President, Consulting, HANYS Benefit Services

Eric Paley, Partner, Nixon Peabody

Claire Rowland, Counsel, Nixon Peabody

If you have questions regarding registration, please contact Registration Support at learning@hanys.org or (518) 431-7867.