403(b) and 457(b) Plan Compliance Challenges: Avoiding Pitfalls in Plan Design and Administration (Posted on August 27, 2019 by )


Carol V. Calhoun, Counsel
Venable LLP
600 Massachusetts Avenue, NW
Washington, DC 20001
Phone: (202) 344-4715
Fax: (202) 344-8300
Mobile: (202) 441-5592
E-mail: Click here to send e-mail.
Carol V. Calhoun

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. The full presentation can be purchased from this link.