Philadelphia Area Independent Schools Business Officers Association

FEBRUARY PROGRAM

RECENT DEVELOPMENTS IN BENEFIT PLANNING

Date: Wednesday, February 20, 2002

Time: 10:00 a.m.

Place: Church of the Redeemer, Pennswood and New Gulph Roads,

Bryn Mawr

ALL PAISBOA members and guests are invited to attend this seminar.

Learn about new tax legislation affecting those planning for retirement.

Learn how careful planning can help to defray cost of health care and education as well as produce valuable benefits and tax savings.

MODERATOR

Robert H. Louis, Partner, Saul Ewing LLP

Co-Chair, Employee Benefits and Executive Compensation Group

Managing Director, Personal Wealth Services Group

Bob Louis’ talk will focus on changes in tax law as they affect benefit programs for employees of independent schools and the opportunities created by those changes. The new interaction among 403(b), 457 and 401(k) plans will be discussed as well as other developments in benefit planning, such as defined contribution health plans and college savings plans.

*To RSVP for this event please email: reservations@PAISBOA.org

If you have any questions regarding this event please contact Al Greenough at (610) 688-6660 x.320 or via email at agreenough@PAISBOA.org.