What Non-Profits Need to Know


An overview of the new 403(b) Regulations
Tuesday, July 22, 2008
offices of WGA located at 470 Atlantic Avenue, 13th floor
Boston, MA

In 2007, the Internal Revenue Service issued final regulations for 403(b) plans. Since the first 403(b) regulations were issued by the IRS back in 1964, these new regulations were over 40 years in the making. These final regulations provide for significant changes in the way 403(b) plans must be maintained and administered. The final regulations, effective for plan years beginning on or after January 1, 2009, are intended to make the rules governing 403(b) plans similar to the rules governing other qualified plans, such as 401(k) and 457(b) plans.

You are invited to join WGA for an informative session on Tuesday, July 22nd to answer questions you and your organization may have about these new regulations. To RSVP, call Rob Swails of WGA’s Retirement Planning Team at (617) 646-0376.

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