Michael Webb

As Clear as Mud?: The 403(b) Plan Termination Rules

By John Iekel, Michael Webb 4/6/2014

For qualified plans, the plan termination regimen is well-established via an IRS determination letter process. But that cannot be said about terminations of 403(b) plans. Only recently have the final 403(b) regulations and IRS guidance clearly established that a 403(b) plan could be terminated at... READ MORE

Taking Money Out of Plans: The Legal and Practical Implications of Loans and Distributions

By Michael Webb 3/12/2014

Register HERE to view the recorded webcast! Available through March 12, 2015 A discussion of how important it is for advisors and plan sponsors to manage the loan and distribution processes, or face the legal or practical consequences. Attendee Takeaways: Gain a comprehensive... READ MORE

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Michael Webb

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