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Changes in 403(b) Rules in January 2009 The IRS finalized the first new regulations for 403 (b) plans in 40 years. The IRS feels this will ensure better tracking of contributions and accountability for the operation of those plans – much like the rules of the 401 (k). These changes will take effect January, 2009. If you are contributing to a 403 (b) or have an account which is inactive, be assured that Member Plus CUSO, Inc. remains committed to the 403(b) marketplace and will be making the necessary changes to our 403(b) offering to ensure that it is in full compliance with the new regulations. We realize that our members may be approached by competitor insurance companies hoping to recruit your business to them. Please be aware that not all information provided by these competitors is necessarily accurate. We truly treasure your business and as always, are focused on your financial goals. Should you have any questions or would like to discuss this matter further, please feel free to contact us at 440-323-6789 or 440-324-3400,ext 129. Roger McFrederick, Registered
Representative
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities licensed associates of Advantage Financial Services, are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Advantage Financial Services, Member Plus CUSO, SELCCU and NPC are separate and unrelated companies. This site has been published for residents of Arkansas, Arizona, California, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Missouri, New York, Ohio, Pennsylvania, Puerto Rico, Texas, Virginia, and Wisconsin. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
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