Skip to content

Menu

Published By Toth Law & Toth Consulting
HomeBioOur ServicesContact
Search
Close

The Business of Benefits

Making Sense of Retirement Plan Layers and Complexities

ERISA 203(e)

Subscribe to ERISA 203(e) via RSS

Dealing with “Small Amount” 403(b) Annuities of Former Participants, and Other Matters

By Robert Toth on January 12, 2015
Posted in 403(b)

It is going on 8 years now since since the IRS fundamentally changed the 403(b) world with the issuance of regs which were designed to make 403(b) plans more like 401(k) plans, and to formally impose more employer accountability on the operations of those plans.  Though those regs brought very valuable change in many ways,…

More Resources

Firm Focus

Toth Law and Applied Pension Professionals support service providers who develop, distribute and maintain retirement plan products and services, as well as fiduciaries, boards, plan sponsors and individuals using these products. We provide unbiased advice related to complex product issues, ongoing administration and process improvement, and plan corrections.

Stay Connected

Subscribe via RSS Subscribe via RSS
Bob Toth on LinkedIn Bob Toth on LinkedIn
Conni Toth on LinkedIn Conni Toth on LinkedIn
Photo of Robert TothRobert 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.

Show more Show less
Photo of Conni TothConni 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.

Show more Show less

Topics

Archives

Recent Posts

  • The Quant and the Enduring Value of Insurer Ratings for Fiduciary Assessments
  • Stark DC Annuity Lessons from the JP Morgan Stable Value Class Action Pleadings
  • The Surprising Viability of SECURE’s Annuity Safe Harbor
  • Lifetime Income’s Learning Curve
  • Benchmarking Outcomes, Not Fees
Law Offices of Robert J. Toth, Jr LLC
P.O. Box 10719
Fort Wayne, IN 46853
Phone: (260) 387-6827
Fax: (260) 387-7485
Email: rjt@rtothlaw.com
Subscribe via RSS Bob Toth on LinkedIn Conni Toth on LinkedIn
Privacy PolicyDisclaimer
Copyright © 2025, Toth Law. All Rights Reserved.
Law blog design & platform by LexBlog LexBlog Logo