[Cobo] COBO Task Force on 403(b) Regulations

[Mauck, Sheri]

The following is being sent at the request of Anne Matoy, the COBO
403(b)Taskforce Chairperson. -- Conference opportunity.

----- Original Message -----
From: Matoy, Anne <anne.matoy at okstate.edu>
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