I have finally been putting together the pieces on how all of these new DOL transparency rules will affect 403(b) plans. It is, in many ways, surprising. I’m not quite sure its even possible for many 403(b) plans to actually comply with key elements of the new rules, but at east we have some time to work on it.
I will be doing a free webinar/overview of the 403(b) impact of the 408b2 and the participant disclosure on Tuesday, November 23 at noon ET, as part of The Standard’s “Building Your Business” series for advisors (click “webinar/overview” for instructions). If you miss it, you should be able to listen to it at a later date as well.
Hope you have a chance to listen in.