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Prepare Your 403(b) for 2009: Are You Ready?

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.

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