Skip to main content

You are here

Advertisement


The Fix Is In! Your Year-End Checklist for Using the IRS 403(b) Fix-It Guide

Register HERE to view the recorded webcast!

Available through December 5, 2014

Speakers: Avaneesh K. Bhagat, Internal Revenue Service & Linda Segal Blinn, JD*, ING US, Vice President of Technical Services

CE Credits: 2 ASPPA credits

About: Whether you sponsor or work with a 403(b) plan, the IRS 403(b) Fix-It Guide can help 403(b) plans avoid common issues.  We will discuss the top issues identified by the IRS, the appropriate correction method, and the importance of internal controls.

Attendee Takeaways

  • Learn how to identify the top 10 common 403(b) issues
  • Understand the mechanisms for correcting these defects
  • Develop plan best practices for the 403(b) plan

*Note: Blinn is not a practicing attorney.