403(b) Plan Operations – Explore the Essentials Seminar

FlyerAttention all Non-Profits:  Do you offer a 403(b) plan to your employees? Did you know that all 403(b) plans will need their plan documents updated within the next 18 months?  On September 26th, Barbara Klein will present a seminar reviewing operational secrets each employer must know to ensure their 403(b) plan is compliant with IRS and DOL regulations.

The seminar is free and will be held at the Best Western Plus Pepper Tree Inn located at 3850 State Street in Santa Barbara on September 26, 2017, from 9:30 am to 11:00 am. To register, please email PatM@abainc.com or go online to Eventbrite and view the details.  

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

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.

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