Tim Lane, TIAA-CREF
Tim Rouse, Fidelity Investments
Frank Kolimago, Vanguard Investments
Tom McCord, Nixon Peabody
Mark Forkey, Cammack LaRhette Consulting
Dave Raish, Ropes & Gray

PLUS: senior representatives from Fidelity Investments, TIAA-CREF, and Vanguard Investments

This year tax-exempt organizations are faced with the seismic challenge of preparing for new IRS 403(b) regulations. With the January 1 compliance deadline quickly approaching, employers need to prepare now for revolutionary change in what was once a relatively quiet corner of the retirement marketplace. Plan sponsors, benefits practitioners, and investment vendors will soon be required to implement heightened fiduciary standards, more stringent document requirements, and changes to current recordkeeping and reporting practices. Join us for a review of the following important topics:

• Vendor Consolidation: Issues, Challenges, Benefits
• What are Major Vendors Positioned and Prepared to Do?
• Practical 403(b) Compliance Solutions
• Plan Design Considerations
• Managing Fiduciary Responsibility
• Communication

When: 8:30 a.m. - Noon, Tuesday, August 12
Where: MA Medical Society Conference Center, Waltham, MA
Cost: $150 Members
To Register: Call 781-684-8700