Dedicated to the Private Pension System

Retirement Plan Hot Topics - Bob Toth

  • 13 Nov 2015
  • 11:30 AM - 2:00 PM
  • Top of the Tower, 51st Floor / Three Logan Square / 1717 Arch Street / Philadelphia, PA 19103

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Please join us as Bob Toth addresses the following potpourri of hot topics as they relate to the retirement plan industry:

•ERISA accounts, Prohibited Transactions, and other 'compensation-related' issues and considerations for TPAs

•Our annual Washington Update- including the currently proposed but upcoming final new Fiduciary rules

•Qualified Longevity Annuity Contracts (QLACs) for Defined Contribution Plans

Bob Toth has practiced employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans, one which combines elements of ERISA, tax law, insurance law, securities law and investment law for both 401(a) and 403(b) plans. Bob's experience includes designing innovative investment  and administrative products and services for retirement plans, including DC annuitization programs, fiduciary services, MEPS and investment platforms, advising on prohibited transactions issues related to retirement plan products and services and their distribution, development of open architecture programs for 403(b) plans and writing and implementing standards for fiduciary and advisory practices.

Bob is a Fellow of the American College of Employee Benefits Counsel; Senior Advisor of ASPPA's Governmental Affairs Committee; and adjunct professor at John Marshall Law School. Prior to establishing his own law firm, Bob was a partner at Faegre Baker and Daniels,  Associate General Counsel of Lincoln Financial Groups managing the legal affairs of its employer market division, and Senior Attorney at Kellogg Company in Battle Creek, Michigan.

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