Sure, 401(k)s garner a lot of headlines, but 403(b) plans have been around longer, serve and support very different employer and participant demographics and—contrary to popular opinions—have a unique operation and focus. Oh, and have you seen the headlines about litigation regarding multi-billion dollar higher-education plans?
Whether you’re an expert—or considering expanding into work with this segment of the retirement savings marketplace—you’ll glean insights and practical, profitable solutions from this expert panel from their work with the “not-for-profit” space as we explore best practices for 403(b) plans in light of their historical evolution and differences from 401(k) plans, the legal landscape for ERISA 403(b) plans and how these plans may differ from an employee demographic viewpoint.
And just check out the panel!
- Tom Clark, Partner & Chief Operating Officer, The Wagner Law Group
- David Hinderstein, Regional Senior Vice President, OneDigital | Retirement Services
- Ellen Lander, AIF, CPFA, Principal and Founder of Renaissance Benefit Advisors Group, LLC (RBA)
If you haven’t yet registered for the NAPA 401(k) Summit—it’s not too late. And if there are folks in your practice who work with—or who would like to work with—403(b) plans—we’ve got a great place to start!
