Please join the Board for breakfast on March 17, 2005 and listen to this month’s topic “Managing 401k, 403b & FSA Accounts”.

Speaker for Compliance Issues, Jeff Anderson has been employed by the IRS since 1988.   He has extensive audit experience, which includes examinations of income tax returns, qualified employee plans and trusts, and examinations of 403(b) and 457 retirement plans.  Jeff has been an IRS classroom instructor and public speaker since 1989.  He has conducted numerous 403(b) and 457 plan workshops.  Currently, he is the 403(b)/457 Education Coordinator and the 403(b)/457 Compliance Coordinator for the Central Mountain Area and an Employee Plans Team Audit Revenue Agent.

Speakers for Retirement Planning, [401k/ 403b] Steven A. Burk, Financial Services Representative, MetLife Resources.  Steve has been with MetLife Resources since 1987.   He has over 30 years experience in financial services, specializing in the healthcare and not-for-profit markets.  He holds a Bachelor degree from the University of Minnesota.

2^nd speaker for Retirement Planning, [401k/ 403b] John Kelly, Financial Service Representative, MetLife Resources. John has been in the financial service industry since 1983. John has held various managerial positions with Lehman Brothers, Merrill Lynch and Kirkpatrick Pettis. John was also a founding partner of Lifetime Wealth Management, a financial planning firm. John has an undergraduate degree from the University of Massachusetts and a MBA from Webster University. John is a Vietnam Veteran and a NASD arbitrator since 1993.

Our Community Outreach for March is for “Minnesota Food Share”.  During March cash donations made to Minnesota Food Share are doubled!  So, if you give $20, it will be doubled to $40!!  Or if you choose, bring any food items you would like to donate with you to the meeting.

As a reminder, we will be celebrating “March Madness” with our March Membership Madness Drive.  Win a chance to win prizes by getting others to register for the Northstar Chapter.  Bring a guest and receive a gift. If your guest becomes a member at the meeting, he/she will receive a gift.  Find out more information at the meeting!

After the meeting, we will be showing a thirty-one minute APA video entitled “Understanding Your Payroll’s Costs”.  Stay to watch and you will receive one additional CPP credit.  This one-hour credit will be given to you on a separate CPP certificate after the video presentation.