Cases against 403(b) plans have been in the headlines since 2016 and will continue to be a story in 2019. Most recently, no new cases have been filed, but the NYU case, as well as others including Georgetown, University of Pennsylvania, Northwestern University and Washington University, remind us that a strong offense is the best defense. In each case, a prudent process and documentation assist the defendant plan sponsors in making their case against the plaintiff plan participants. This webinar can help you design your prudent process using lessons learned from these cases, and much more. During this webinar we cover: - A review of the current 403(b) litigation landscape - Case success - what’s working for plan sponsors, as well as what's not - Action steps for plan sponsors to design their strategy to meet their fiduciary responsibilities - ensuring a strong offense against any potential litigation... ( read more )
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Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)