The 403(B)/457 Plan Requirements Handbook
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The 403(b)/457 Plan Requirements Handbook is the most comprehensive and easy-to-use resource of its kind. It answers your specific questions in clear, straightforward language and explains confusing language in IRS regulations and guidance—and related rules from the DOL and other agencies.
With the 403(B)/457 Plan Requirements Handbook, you can:
• Understand the 403(b)/457 plan regulations and how they apply to your specific situation
• Stay ahead of the game with quarterly updates of new analysis, practice tools, and newsletters to keep you current on critical developments and trends
• Take a streamlined, clear-headed approach to diverse regulatory guidelines
• Save time and money by having ONE comprehensive resource written by specialists
• Call the editor with unanswered questions — a special resource for subscribers
The IRS recently enacted wholesale revisions to the way 403(b) plans need to be administered. Without a doubt, the drastic changes imposed by the IRS have created an enormous burden for people in your position — including plan documentation and design, determining ERISA status, clarifying fiduciary responsibilities, collecting employee data, and more. The Department of Labor is also requiring plans to follow specific disclosure rules when communicating with covered individuals.
This is why Thompson created the HR Compliance Expert | 403(B)/457 Plan Requirements. This resource helps you manage rocky transition from a less regulated environment to a more restrictive one, provides clarity in deciphering how regulatory guidance from several different federl agencies affects your plan, and offers tips on how to keep your plan running smoothly in an environment of increased government audits, lawsuits and penalties.
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Bob Toth has more than 25 years of experience in employee benefits law, whose practice focuses on the design, administration and distribution of financial products and services for retirement plans, one which combines elements of ERISA, tax law, insurance law, securities law and investment law for defined contribution plans. Industry memberships and activities include the American Society of Pension Professionals and Actuaries, Chair, Tax Exempt and Government Plans Government Affairs Committee; Board Member, ABC of Northern Indiana; Great Lakes Benefits Conference Executive Committee; Employer Plans Program Chair, IRS Great Lakes TE/GE Council; Advisory Council, John Marshall Law School Employee Benefits Law Program; Co-founder, Institute for Pension Plan Mgt, Purdue University; Advisory Board, American Benefits Council; Past Chair, American Council of Life Insurance's Pension Committee; American Bar, Indiana and Michigan Bar Associations. Mr. Toth has written several leading articles on using annuities in defined contribution plans and co-authors Thompson's The 403(b) and 457 Plan Requirements Handbook.
Conni Toth is director of training and education with PenServ Plan Services. Previously, she co-founded and managed Applied Pension Professionals, LLC. Ms. Toth brings more than 25 years of experience in retirement planning to the financial services industry. Conni applies her experience toward assisting fiduciaries with finding solutions for plan design, compliant processes and documentation for retirement plans. She holds FINRA series 6, 7, 24, and 26 registrations. Industry memberships and activities include the American Society of Pension and Professional Actuaries since 1993 maintaining designations as a qualified plan administrator and qualified 401(k) plan administrator; the IRS Great Lakes TE/GE Council; graduate class presenter for the John Marshall School of Law's Employee Benefits LLM Program; and the ASPPA Technical Committee. Ms. Toth co-authors Thompson's The 403(b) and 457 Plan Requirements Handbook.