That’s a map of the New World circa 1540 by Sebastian Munster, a German cartographer. It depicts the European view about the New World and especially North America.

It’s my visual metaphor about where the 403(b) and 457 markets are now – almost three years after the final regulations became effective January 1, 2009.

The final regs have become the focal point for a new and rapidly changing 403(b) and 457 world.  One in which the Old was a 40-plus year old environment characterized by limited employer involvement done on a retail basis. The New is becoming one with ERISA-like best practices in an institutional setting.

That was the theme of my presentation on October 7, 2011, a part of the course at John Marshall Law School, L.L.M. in Employee Benefits Program, “Non-Traditional Retirement Programs”, which follows:

John Marshall Law School 403(…

More PowerPoint presentations from Jerry Kalish

This was year three of this program which has been organized and led by attorney Bob Toth who regularly comments on 403(b) and other retirement plans on his blog, The Business of Benefits.