On October 31 and November 1, 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 is Of Counsel with Giller & Calhoun and blogs at his firm’s Business of Benefits blog.

Bob asked me to discuss some of the practical aspects of dealing with 403(b) and 457 plan sponsors with the law students who had great interaction with all of the presenters over the entire seminar. Since my presentation came at the end of a long day of tax law discussions, I started on a lighter note. Take a look:


New Rules for 403(b) and 457 Plans

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