403(b) 5500 Transitional Relief

Subscribe to 403(b) 5500 Transitional Relief via RSS

DOL Avoids A 403(b) Train Wreck With FAB 2009-2. A Learning Opportunity For the IRS?

By Robert Toth on July 20, 2009

Posted in 403(b)

The DOL released to Field Assistance Bulletin 2009-2 on July 20th, which provides much needed Title 1 reporting relief for 403(b) plans.

So, first of all, our hats off to Ass’t Sec’y Borzi, for what looks to be one of her first public acts, and to the Good Bob Doyle, for showing true leadership in…

Robert TothPrincipal

Bob Toth has practicing employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement…

Bob Toth has practicing employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans.

Conni TothManaging Pension Consultant

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial…

Conni Toth, co-founder and managing consultant for Applied Pension Professionals, LLC, brings more than 25 years of experience in retirement planning to the financial services industry.