WP&BC Governing Board Online Webinar: More Strange but True Tales of 403(b) Plans - And, What Makes Them Different

  • Thursday, April 23, 2020
  • 10:00 AM - 11:40 AM
  • Webinar


Thursday, April 23, 2020

10 am - 11:40 am

To enroll click:

More Strange but True Tales of 403(b) Plans - 

And, What Makes Them Different

The Presentation: 

This is Part II of last fall’s 403(b) plan webinar that explored how 403(b) plans are different from 401(k) plans. We will continue looking at the little noticed minutiae of the 403(b) rules, which often are responsible for causing the situations that are the most difficult to resolve.  Our two well-traveled 403(b) aficionados are joined by another highly experienced practitioner in this area, and they will continue to detail some of the most common quirks in the 403(b) rules that hamper effective plan administration and create unexpected issues. In addition to looking at the key technical differences between 403(b) and 401(k) plans, they will also discuss the impact of the SECURE Act on 403(b) plans and developments in 403(b) plan litigation. Missed Part I? Don’t worry – it’s not a prerequisite for Part II. They’ll get you caught up.

Our Speakers: 

Evan Giller, JD, Boutwell Fay, LLP

Robert Toth, JD, Toth Law and Consulting 

Ann Jonas, JD, Vice President and Associate General Counsel, Fidelity Investments

Continuing Education: 

  • 2 CE for AIF Certification (pending)
  • 2 CE for ASPPA certifications
  • 2 CEC for NIPA certifications
  • 2 CPE for CEBS
  • 1.75 hours MCLE for California attorneys
  • 2 hours for California CPAs
  • 2 CE for CFP (pending)
  • 2 CE for CRPS (pending)
  • 2 hour for ERPA and Enrolled Agents 
  • 2 CE JBEA certifications

  Early bird Cost: $65 for members, $90 for non-members. 

A Special Thank You to Our Sponsors



Marti Hack, Webinar Coordinator

Western Pension Governing Board
24001 Calle de la Magdalena, #2715

Laguna Hills, CA 92653-2715



Western Pension & Benefits Council Portland Chapter

Proud partners with professional accreditations for continuing education


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