Retirement Plans & Compliance with the New 403(b) Regulations 9-2009

The discussion over lunch will include:

- Roth Retirement Plans

- Deferred Compensation Arrangements for Executive Directors, CEOs and Key Employees

- New 403(b) regulations and the impact on nonprofit organizations including Audit Requirements; Testing; Plan Document Requirements; and Cost.

The mandatory Department of Labor filing deadline for compliance with the new 403(b) regulations is December 31, 2009.

Presented by Devon Main, Chartered Retirement Plan Specialist and Albert Ettinger, Chartered Retirement Plan Specialist of Mutual of America.

Space is limited, so register early.