Schedule
Monday Tuesday
Monday, 4:55 pm - 5:45 pm
403(b) Plans: New Regulations and Preparing for Audit
Rainforth will discuss the 403(b) regulatory changes and the impact it has on plan sponsors and participants. He will discuss the Department of Treasury and DOL changes specific to the 403(b) market and what that means to plan sponsors in 2009 and beyond. These changes will bring significant opportunity to the financial advisor and CPA communities.
Audit &
Accounting
CPE Hours: 1
Vince Rainforth
The Principal Financial Group, Tax Exempt Market
Vince Rainforth is Vice President of the tax exempt market at the Principal Financial Group. He is responsible for the national sales and channel development for the tax exempt market. Vince has extensive experience with retirement plan design consultation, 403(b), 401(a), 401(k), Defined Benefit, 457(b) Nonqualified and 457(f)Nonqualified plans and current trends in the tax exempt market.
 
The schedule of programs is currently TENTATIVE and may change prior to the event.
Check back frequently for updates as they occur.
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