Member Briefing: Are you compliant with the NEW 403b rules?

Wednesday, August 6, 2008

8:30 a.m. to 10 a.m.

FREE for members, $25 non-members

Presenters: Bradley Walker and Tony Backert, Charter Wealth Advisors, Hilliard Lyons

The new 403b Treasury Regulations have been released.  Is your organization prepared for the changes your plan must undergo by 2009?

Join the Center for Nonprofit Excellence and Hilliard Lyons for a free session that addresses the recent 403b regulations and how they will impact your organization’s retirement plan. 

You will learn about latest regulatory changes and what they will have on your organization’s plan, what a plan audit is and when an audit is required.  You will also learn about best practices  when operating your retirement plan to maximize participant experience.

CNPE will provide letters of completion for accountant CPEs for this course!

Location: Hilliard Lyons, 500 West Jefferson Street, Floor 29, Louisville, KY 40202

Parking will be validated ONLY if you are park in the PNC garage underneath the building.