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’sBusiness 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
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