Products December 21, 2007

Principal Offers 403(b) Education Program

To help financial professionals and their clients face the effects of new 403(b) plan regulations, The Principal has created a comprehensive education program.

Reported by

Rebecca Moore

In addition to providing support to help comply with the new requirements (see 403(b) aware), The Principal is offering a guide and two white papers that summarize the regulations and provide analysis of their implications, according to a Principal press release.

The program includes:

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“The 403(b) Guide’ – a snapshot of key provisions before and after the new regulations.
“A 403(b) Plan Sponsor’s Guide to the New Final 403(b) Regulations” – by David Powell of the Groom Law Group,
“Practical Implications of the 403(b) Regulations” – by Aaron Friedman, National Practice Leader, Non Profit Consulting at The Principal, which analyzes the advantages and disadvantages of various options facing 501(c)(3) organizations for bringing their plans into compliance with the new rules, and

The 403(b) guide and white papers are available at the Principal Research Center here.