403(b) Plan Regulations

REMINDER: Significant changes take effect on January 1, 2009 regarding 403(b) Plan regulations.  Please take a moment to review the following link, provided for by the IRS, for a summary of the changes. 

http://www.irs.gov/pub/irs-tege/rne_se0707.pdf 

If you have questions, please contact Andrew Barkley from our HW Financial Advisors office, at (216) 378-7269.  Securities offered through Commonwealth Financial Network, Member FINRA/SIPC.  HW Financial Advisors is a Registered Investment Adviser.

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Andrew J. Barkley is a financial advisor practicing in Cleveland. He offers wealth management, small business retirement plans, and alternative asset classes as a registered representative of Commonwealth Financial Network(R) - a member firm of the FINRA/SIPC.