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Distance Learning
Distance Learning

OD: The Paradigm Shift in 403b – What CBOs Have to Know

Recorded on: Wednesday, February 22, 2012 1:30 PM ET


Hear from three Universities about challenges they face in the new retirement plan landscape and how they are addressing them.  Assembled to discuss this topic are plan sponsors from private and public universities with plans ranging in size from the mid to mega market.  
Through the course of the discussion these three plan sponsors will share their unique approaches to the issue and the conclusions drawn from their different paths.  You will hear why and how they are doing this, what changes they have made along the way, where they are in the process and what, if anything, they would do differently.  Finally, hear the advice they have for others who may be required to make changes and to those considering undertaking change as a matter of best practice.
Additionally, you will hear from a panel of industry experts with extensive experience in retirement plan design, participant education, and retirement plan management.  The panel will discuss specific strategies used to enhance your standing as plan sponsor, insulate your position as plan fiduciary and improve the experience of your participants.

What You Will Learn

  • Understand how the changes to 403(b) regulations affect you
  • Learn how to protect yourself in this new environment
  • Learn how to quantifiably improve participant outcomes (success, retirement readiness, etc.)

Who Should Attend

  • Chief business officers
  • Chief financial officers
  • Human resource directors
  • Retirement mangers
  • Benefits managers

Meet the Presenters

  • Kathy Lindahl, Assistant Vice President for Finance and Operations, Michigan State University
  • Martin Terry – VP for Business Affairs, University of Findlay
  • Anne N. Fish – Director of Benefits, Northwestern University
  • Steven F. Mosshart, President, StraightLine
  • Michael F. Bisaro AIF® – Vice President, StraightLine
  • Kelley F. Snook Jr. – President, StraightLine Consulting Group

Course Information

Course Level: Intermediate
Length: 100 minutes


Member Site Fee: $189.00
Nonmember Site Fee: $219.00


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CPE Information

NACUBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: