Understanding Not-For-Profit Retirement Plans
In July 2007, the United States Treasury Department released final regulations for 403(b) plans. These regulations consolidate, update and supersede much of the prior IRS guidance for 403(b) plans. We’re sure you have questions on how these final regulations might affect your 403(b) program.
Topics to cover:
- How the IRS and DOL regulation changes affect retirement plans
- Final 403(b) Regulations
- Increased fiduciary demands
- Building and maintaining a responsible retirement plan
We are pleased to offer a webinar with a forum for discussion and Q&A on these new 403(b) regulations.
Speaker:
Vince Rainforth – The Principal Financial Group, Vice President, Tax Exempt
Moderator:
Kendall B. Storch - CFP®, AIF®– Longfellow Benefits, Director, Retirement Plan Services
The webinar was held on March 20, 2008
Click here to view the presentation
If you have any questions, please call (617) 351-6000.