In order to help you prepare for the
effective date on the new DOL regulations
(1/1/2009) our experienced speakers will
address the following topics that will
undoubtedly benefit you as a plan
administrator:
What law changes will affect your
403(b) plan?
Understanding when your plan is
an ERISA Plan
Challenges with new filing and
audit requirements
How to ensure that you 403(b)
plan is an asset and not a liability to
your organization
How to transition your plan to stay
in compliance
Developing a state-of-the art
403(b) plan
403b best practices
ERISA vs. non-ERISA
Who is responsible for orphan
plans?
How to get the most from your
403(b) provider
When: Thursday December 4th, 2008 from
1:00pm-2:00Pm Eastern Time
Presented by:
Jim Maulfair, CPA, AIF, and Colin Clark,
M.B.A, AIF of AH&T Insurance will discuss
the topic of fiduciary responsibilities and
provide valuable information for retirement
plan administrators and fiduciaries.
They will discuss and review the practical
implications of the new 403(b) regulations.
Effective January 1, 2009, the regulations
detail the new 5500 reporting requirements.
"When you discover your mission, you will feel its demand.
It will fill you with enthusiasm and a burning desire to get to
work on it."
- W. Clement Stone
Featured Book of the Month:
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Published in collaboration with American
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