MV Financial hosted a webinar focusing on and discussing how 403(b) Plan Sponsors have several unique characteristics and challenges on March 27th, 2019. The webinar pertained to plans on individual contracts, such as TIAA’s Legacy platform, or ones moved to an open-architecture investment arrangement, discussing the opportunities to enhance plans on an operational and investment level that can often be done with no (or low) additional costs.
The webinar covered:
• Overview of your Fiduciary Responsibility Under ERISA
• Common Operational Compliance Problems
• Investment Compliance Strategies
• What’s on the Horizon for 403(b) Plans
The webinar recording can be viewed and listened to here.