A good friend and colleague of mine, Barbara Healy helped pen this piece about the what to expect and how to proceed in the new world of 403(b). Everybody who is a decision maker of a 403(b) plan should read this.
Scott Dauenhauer, CFP, MSFP
Reproduced with permission from the Benefits & Compensation Digest, Volume 43, No. 12, December 2006, pages 1, 19-23 published by the International Foundation of Employee Benefit Plans (www.ifebp.org), Brookfield, WI. Statements or opinions expressed in this article are those of the author and do not necessarily represent the views or positions of the International Foundation, its officers, directors or staff. All rights reserved.