Tuesday, February 11, 2020

The case for an operational review of your 403(b) plan

Why now?

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.

Join us on March 26 at 1 p.m. for a complimentary webinar featuring real life stories about sponsors just like you. Each of them had a “What, me worry?” attitude where their plan was concerned, confident that they had everything well in hand—until everything changed.

By attending this webinar, you 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.


Carol Idone
Vice President, Consulting
HANYS Benefit Services
Eric Paley
Nixon Peabody
Claire Rowland
Nixon Peabody

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