Program Book and Handouts
- 403(b) Basics 2007
- Roth Contributions
- Roth Myth Busters
- Roth Case Studies Examples
- Housing Allowance and Other Issues for Clergy Serving Outside Pulpit
- Housing Allowance for Clergy Retirement Plan Issues
- Defined Contribution Health Care Alphabet Soup
- Overview of HSAs HRAs and FSAs
- Health Savings Accounts List of Guidance March 2007
- Tax Relief and Health Care Act of 2006 Legislative Changes to Health Savings Accounts
- Final HIPAA Nondiscrimination Regulations and Other Wellness Program Issues
- Final HIPAA Nondiscrimination and Wellness Program Regulations
- Pension Protection Act of 2006
- Pension Protection Act Legislative Changes of Interest to Church Plans
- Legislative and Regulatory Benefits Update
- Foreign Missionaries and Non-Resident Aliens
- Tax Withholding on Pension Distributions to Non-Resident Aliens
- Comment Letter on Designated Roth Accounts
- Mutual Fund Fees and Expenses