403(b) from A to Z

403(b) from A to Z

Sep 25, 2009

Event

Eide Bailly, Brownstein Hyatt Farber Schreck, LLP, and Innovest Portfolio Solutions, LLC are hosting a complimentary breakfast seminar, “403 (b) from A to Z.”

Non-profit organizations are faced with new procedures and requirements for administering and coordinating plans. Nancy Strelau from Brownstein Hyatt Farber Schreck, LLP will help you determine what you need to do today and in the coming months to satisfy the heightened standards of the revised 403(b) regulations.

Peggy Jennings and Brian Callahan from Eide Bailly will walk participants through the many items needed to prepare for an audit, and identify what to expect from your auditors.

The new regulations provide an opportunity for 403(b) plan sponsors to “build the perfect plan.” Rich Todd and Wendy Dominguez from Innovest Portfolio Solutions, LLC will outline the prudent process plan sponsors should be utilizing to select and monitor providers and investments, as well as an approach to develop quality participant education.

With nearly 240 attorneys and legislative and policy consultants, Brownstein Hyatt Farber Schreck, LLP provides services to government agencies, institutions, non-profit organizations and the business community, in 12 offices across the country.

Eide Bailly is a full service, top 25, national CPA and business advisory firm with offices throughout Colorado and the Midwest. In addition to serving individuals, public and private companies, our governmental, non-profit and employee benefit plan compliance practices are significant areas of focus for the Firm.

Innovest Portfolio Solutions, LLC is a fee-only investment consulting firm that provides
comprehensive retirement plan consulting services to more than 60 plans in Colorado.

Meet The Team

Nancy A. Strelau Shareholder T 303.223.1151 nstrelau@bhfs.com