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403(b) Plan Operations - Explore the Essentials

Accrued Benefit Administrators

Tuesday, September 26, 2017 from 9:30 AM to 11:00 AM (PDT)

403(b) Plan Operations - Explore the Essentials

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403(b) Plan Operations
403(b) Plan Operations - Explore the Essentials Seminar
Sep 26, 2017 Free  

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FREE SEMINAR

403(b) Plan Operations - Explore the Essentials

 

Learn operational basics each employer must know to ensure the 403(b) plan is compliant with IRS and DOL regulations. Receive checklists, calendar of deadlines, how-to's and more.

Speaker, Barbara Klein, is a retirement plan expert, business owner, author, speaker and educator. She has over 35 years in the pension industry and specializes in the administration and operations of 401(k), 403(b) and qualified retirement plans. This year, Barbara publish her third book titled, "403(b) Essentials for The ERISA Plan". Join Barbara while she explores and explains some of the nuances to operating a 403(b) plan.

Is the plan document up-to-date?  Restatements needed soon!

Does the plan provide a match to the employees?  Who is performing the required ACP test?

Do you know if the 403(b) plan you offer the employees is considered an ERISA plan or not?  Learn what this means.

How long must you keep plan records?  Are you a Fiduciary?  Answers to these questions and more.

This seminar is beneficial to Executive Directors, Board Members, Operations Managers, HR and Payroll Departments, Investment and Financial Representatives, CPAs and Advisors.

Have questions about 403(b) Plan Operations - Explore the Essentials? Contact Accrued Benefit Administrators

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When & Where


BEST WESTERN PLUS Encina Inn & Suites (Peppertree)
3850 State Street
Santa Barbara, CA 93105

Tuesday, September 26, 2017 from 9:30 AM to 11:00 AM (PDT)


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Organizer

Accrued Benefit Administrators

Accrued Benefit Administrators, Inc. is an award winning third party administration firm (TPA).  ABA provides services to qualifed retirement plans such as 401(k), 403(b), Profit Sharing, ESOP, Defined Benefit and Cash Balance.  The firm recently celebrated its 25th anniversary and is located in beautiful Santa Barbara, CA.  ABA is known for its expertise in plan operations, assisting the plan sponsor with all the required compliance, administration and government filings. 

Our services include:

   Plan Design

   Plan Documents, Restatements and Amendments

   Administration and Compliance Testing

   Government Forms Preparation

   Trust Accounting

   Loans and Distributions

   Fiduciary Education

   Technical Consulting

Experience the ABA difference!  Competitive pricing.  Highly trained and credentialed staff.  We are known for taking complex material and simplifying it.

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403(b) Plan Operations - Explore the Essentials
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