From smauck at osrhe.edu Fri Aug 1 11:19:47 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Fri, 01 Aug 2008 11:19:47 -0500 Subject: [Cobo] COBO Task Force on 403(b) Regulations Message-ID: The following is being sent at the request of Anne Matoy, the COBO 403(b)Taskforce Chairperson. -- Conference opportunity. ----- Original Message ----- From: Matoy, Anne To: Paliotta, Amanda Sent: Fri Aug 01 11:05:00 2008 Subject: COBO Task Force on 403(b) Regulations Amanda, would you please see that the following information is sent to the COBO ListServ. Thank You. Council of Business Officers Task Force Is bringing in the experts to assist you And your institution meet January 1 403(b) REGULATIONS Thursday, August 21, 2008 1:00 pm to 5:00 pm Francis Tuttle VoTech Building 1 (Campus Center) Rm 1330 12777 North Rockwell Avenue Oklahoma City We have partnered with McAfee and Taft Law Firm to provide you with the necessary IRS expertise to be in compliance. Mr. Ed Salyers, Senior Employee Plans Specialist with the Tax Exempt and Governmental Entities Operating Division of the Internal Revenue Service, will present: o What the regulations require o How to design your plan document o What audit issues may arise Cost for the entire package (information, samples, and questions answered) is $495.00 per institution. Bring as many colleagues as you like - just be sure and reserve enough space. Let Jimmie at OSU know of your plans to attend: jimmie.feher at okstate.edu, 405 744-7420, (names of attendees and payment information.) Anne Matoy, SPHR Chief Human Resource Officer Oklahoma State University 106 Whitehurst Stillwater, OK 74078 405.744.7420 From smauck at osrhe.edu Fri Aug 1 15:06:58 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Fri, 01 Aug 2008 15:06:58 -0500 Subject: [Cobo] FW: Summer Senior Concurrent Enrollment Reimbursement Form Message-ID: FOR PUBLIC COLLEGES AND UNIVERSITIES: Please find attached the form for submission of high-school senior concurrent enrollment waivers for the summer 2008 term. As a reminder, the policy requires reimbursement waivers may be granted to high-school seniors only, up to six hours per semester. A senior student is one who has completed their junior year of high school in May/June 2008. The waiver should reflect tuition costs only. Please complete your institutional data and return by email to smauck at osrhe.edu or by fax to 405-225-9230 by close of business August 15, 2008. We will submit the reimbursement request for State Regents' approval at their September meeting. If you have questions, please let me know. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 0008SummerForm.xls Type: application/vnd.ms-excel Size: 23552 bytes Desc: 0008SummerForm.xls URL: From smauck at osrhe.edu Thu Aug 7 14:50:28 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Thu, 07 Aug 2008 14:50:28 -0500 Subject: [Cobo] OCIA Project balance report Message-ID: Please find attached, the July 31, 2008, OCIA bond project balance report. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: Regents for Higher Ed Series Cash BalancesJuly2008.xls Type: application/vnd.ms-excel Size: 2039808 bytes Desc: Regents for Higher Ed Series Cash BalancesJuly2008.xls URL: From smauck at osrhe.edu Wed Aug 13 08:46:19 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Wed, 13 Aug 2008 08:46:19 -0500 Subject: [Cobo] FW: 403(B) workshop registration form Message-ID: Council of Business Officers Task Force is bringing in the experts to assist you and your institution meet the January 1 deadline. 403 (b) Regulations Thursday, August 21, 2008 1:00 p.m. to 5:00 p.m. Francis Tuttle VoTech Building 1 (Campus Center) Room 1330 12777 North Rockwell Avenue Oklahoma City We have partnered with McAfee and Taft Law Firm to provide you with the necessary IRS expertise to be in compliance. Mr. Ed Salyers, Senior Employee Plans Specialist with the Tax Exempt and Governmental Entities Operating Division of the Internal Revenue Service will present: What the regulations require How to design your plan document What audit issues may arise Cost for the entire package (information, samples, and questions answered) is $495.00 per institution. Bring as many colleagues as you like - just be sure and reserve enough space. Registration form is attached. Let Jimmie Lou Feher at OSU know of your plans to attend: jimmie.feher at okstate.edu, 405-744-7420. -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: 403 regulations registration form.doc Type: application/msword Size: 38400 bytes Desc: 403 regulations registration form.doc URL: From smauck at osrhe.edu Fri Aug 15 09:39:41 2008 From: smauck at osrhe.edu (Mauck, Sheri) Date: Fri, 15 Aug 2008 09:39:41 -0500 Subject: [Cobo] FW: REMINDER - 403(b) SEMINAR Message-ID: ________________________________ From: Matoy, Anne [mailto:anne.matoy at okstate.edu] Both January 1 deadline and the August 21 seminar are fast approaching. Thank you to the many of you who have responded and registered. We look forward to seeing you on August 21. CPE credit will be available (if you need an added incentive). Council of Business Officers Task Force Is bringing in the experts to assist you And your institution meet January 1 403(b) REGULATIONS Thursday, August 21, 2008 1:00 pm to 5:00 pm Francis Tuttle VoTech Building 1 (Campus Center) Rm 1330 12777 North Rockwell Avenue Oklahoma City CPE CREDIT AVAILABLE We have partnered with McAfee and Taft Law Firm to provide you with the necessary IRS expertise to be in compliance. Mr. Ed Salyers, Senior Employee Plans Specialist with the Tax Exempt and Governmental Entities Operating Division of the Internal Revenue Service, will present: o What the regulations require o How to design your plan document o What audit issues may arise Cost for the entire package (information, samples, and questions answered) is $495.00 per institution. Bring as many colleagues as you like - just be sure and reserve enough space. Call Jimmie at OSU, 405 744-7420, with attendees and payment information. Anne Matoy, SPHR Chief Human Resource Officer Oklahoma State University 106 Whitehurst Stillwater, OK 74078 405.744.7420 -------------- next part -------------- An HTML attachment was scrubbed... URL: -------------- next part -------------- A non-text attachment was scrubbed... Name: image002.gif Type: image/gif Size: 6256 bytes Desc: image002.gif URL: