Ann Corey from Angell Pension Group presented about:
– 401(k) versus 403(b) – what are the differences?
– ERISA versus NON ERISA 403(b) Plan…what does that mean?
– Changes to the 403(b) landscape – now a world of compliance and fiduciary responsibilities, and answer your questions about handling your organization’s retirement plans.
Materials from the Presentation:
403(b) Presentation 03302016 403bv401k_2016 Sample Fiduciary Calendar 2016