LoginYour Organization's Retirement Plan Responsibilities
Your Organization's Retirement Plan Responsibilities
New Audit and Filing Requirements for 403(b) Plans & Form 990 Reporting
In this session, we will discuss:
* 403(b) plans subject to ERISA are now required to complete the entire Form 5500
* Large 403(b) plans (those that have over 100 participants) must have audited financial statements
* Dealing with the expanded and revised IRS Form 990
FREE.
Breakfast will be served and 3 hours CPE credit.
Your Organization's Retirement Plan R...
Date and Time
Wednesday Dec 16, 2009
Thursday, January 14, 2010
8:00 am - 8:30 am: Registration & Breakfast
8:30 am -11:30 am: Program
8:00 am - 8:30 am: Registration & Breakfast
8:30 am -11:30 am: Program
Location
Barfield Murphy Shank & Smith
1121 Riverchase Office Road
Birmingham, AL 35244
Fees/Admission
FREE.
Breakfast will be served and 3 hours CPE credit.
Website
Contact Information
Lacey Bacchus
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