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

The Standard

Subscribe to The Standard via RSS

Advisors Guide to Helping 403(b) Clients Manage Their ERISA Challenges

By Robert Toth on March 24, 2010
Posted in 403(b)

Sheri Fitts, marketing Guru of The Standard, and I put on a webcast which detailed the steps an advisor can take in assisting their clients in winding their way through the maze of ERISA issues that 403(b) plans need to deal with. This webcast includes some thoughts on moving a plan from non-ERISA status…

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

  • DC Plan Innovation and RLP
  • The In-Plan Annuity and the DOL’s New Advisory Opinion 2025-04.
  • 403(b) and the “Democratization” of Its Investments
  • Meaningful Lessons From DOL’s “Withdrawal of Withdrawal” of Plan Annuity Regs
  • Keeping Lifetime Promises: The Power of Well Regulated Capital
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