NASBA Statement

McKay Hochman is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville TN 37219-2417. Website: www.nasba.org.

403(b) Update

Description	This 100 minute interactive course is intended to provide practitioners with an in-depth look at a variety of 403(b) issues. We will cover the DOL Field Assistance Bulletin trilogy, i.e. FAB 2007-02, 2009-02 and 2010-01 which together provide significant guidance on a number of 403(b) issues. We will examine the 403(b) document remedial amendment period for existing 403(b) arrangements that adopted a written plan document by December 31, 2009 and for brand new 403(b) arrangements opened after December 31, 2009. We will cover the status of the prototype plan document program and existing plans adopting a prototype document versus a volume submitter. Finally, we will cover any other new guidance that occurs by the time the class is offered. It is expected that the new EPCRS will have a non-amender procedure for 403(b) plans that did not adopt a written plan by December 31, 2009. There are also some intricate plan design issues we will discuss The information provided is practical and you can put it to use immediately to establish more effective administrative procedures and reduced compliance issues. Topics Covered: DOL FAB Trilogy and Their Impact on 403(b) Arrangements FAB 2010-01 Impact ERISA v. Non-ERISA 403(b) Arrangements The latest on 403(b) Plan Document News Status of Prototype Program Introduction of a Volume Submitter Plan Remedial Amendment Period for 403(b) Arrangements The 2010 EPCRS Update is Expected to have a 403(b) Non-amender Procedure 403(b) Plan Design Issues 415 Issues Coverage Issues Control Group Issues Bill Grossman, QPA, ERPA, Director of Education and Communications with McKay Hochman will present this eSeminar. Bill is also Editor of McKay Hochman's Newsletters, E-mail Alerts and Website www.mhco.com

Fee	$249.00 per computer (multiple attendees can view from one computer)
	$37.35 discount for NIPA members (discount code required)

Course Level	Intermediate

Prerequisite	None

CPE Credit	You may be eligible for 2 CPE credits

Who Should Attend?	Retirement Plan Professionals

Duration	100 minutes

Delivery Mode	Group Internet Based

Advanced Preparation	None

	NASBA Statement

Administrative Policy	Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints.

Cancellation Policy	Full refund of tuition, less an administrative fee of $25 will be made for cancellations received at least 5 days prior to the eSeminar.

	NIPA members entitled to the discount rate, please call (973) 492-1880 or email seminars@mhco.com to obtain a discount code.

Select a time for each Live session.
Times listed are in Eastern Standard Time.
You will be automatically registered in any Prerecorded sessions.

403(b) Update

Session Schedule

	Date	Time	Presenter

	09/15/10	11:00	Bill Grossman