Carol V. Calhoun
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A recent Strafford CLE webinar guided employee benefits counsel on key compliance challenges in the design and administration of 403(b) and 457(b) plans and methods to overcome them. A panel discussed complex rules and pitfalls to avoid in plan design, key administrative challenges, the universal availability rule, excess contributions, hardship distributions, and methods to limit claims.
The PowerPoint slides for the portion of the presentation given by Carol V. Calhoun are below.