November 8 – 10, 2009
Steve Saxon and David Levine will serve as speakers at the 2009 SPARK Forum held from November 8th – 10th in Palm Beach, FL. Their panel, “Fiduciary Responsibilities surrounding ERISA and Non-ERISA 403(b) Plans,” will discuss the fiduciary obligations surrounding ERISA and Non-ERISA 403(b) plans. The session will cover the compliance differences between ERISA and non-ERISA plans under the new IRS regulations, the issues raised by the combination of pre-2009 “grandfathered” contracts and new contracts, and the interaction of multiple 403(b) plans.
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