403(b) Seminar-June 20, 2008
Tom Ackmann, Managing Director of Baden Retirement Plan Services, will be one of the presenters at the "403(b) Retirement Plan Changes Seminar" on June 20, 2008, sponsored by the Paul Clarke Nonprofit Resource Center and the Northeast Indiana Nonprofit Alliance (NINA).
A message from Marilynn Fauth -- Paul Clarke Nonprofit Resource Center and Janet Chrzan -- Northeast Indiana Nonprofit Allance:
The way 403(b) plans have been operated for years will dramatically change January 1, 2009. Unfortunately, there is conflicting advice being offered in the marketplace as to what must be done to comply with the new regulations.
NINA and the Paul Clark Non-Profit Resource Center will conduct an educational seminar Friday, June 20, 2008, from 8:00 a.m. to 11:30 at the Allen County Public Library in downtown Fort Wayne (main library branch) to provide information that will clarify the decisions and action steps that nonprofit organizations must implement by
January 1, 2009.
Professionals from the tax qualified retirement plan field will discuss what plan sponsors will need to do to comply with the new regulations.
Topics and Presenters
- What are the new 403(b) regulations?
Robert J. Toth, Jr., Partner, Baker & Daniels
- How to administer a 403(b) plan according to the regulations
Thomas R. Ackmann, Managing Director, Baden Retirement Plan Services
- What are plan sponsors’ fiduciary responsibilities under the new regulations?
Chad L. Burch, Employee Benefits Adviser, Phillips Financial Services
- Where: Allen County Public Libarary in Fort Wayne, IN -- Main Branch Meeting Rooms AB
- Date: June 20, 2008, Friday
- When: Registration and continental breakfast 8:00 a.m. to 8:30 a.m.
- Program: 8:30 a.m. to 11:30 a.m.
- Where to park: Surface lots off Washington/Webster Streets and Wayne Street
- What to bring for free parking: Your ACPL library card & parking ticket, which will be validated at Security when you leave.
- Register Now