On October 8 and 9, 2010, I participated in a seminar at the John Marshall Law School, "New Rules for Non-Traditional Retirement Plans", as part of the Law School’s LLM Program in Employee Benefits.
The seminar was led by attorney Bob Toth with whom I collaborated in our 403(b) Crunch Time Series. Bob is considered one of the leading experts on 403(b) plans, 457 plans, and the annuitization of 401(k) Plans. He blogs at his firm’s Business of Benefits blog.
The seminar was first given in October, 2009, my presentation slides for which are posted here. Here’s my 2010 presentation which discussed the new 403(b) rules one year later.
Jerry Kalish for John Marshall Law School 403(b) Course-Oct2010
http://www.authorstream.com/player.swf?r=0&p=666388_634258385115502500&pt=2 More PowerPoint presentations from Jerry Kalish