New 403(b) Regulations Insights by Oswald Financial

CLEVELAND (October 2, 2007) – Oswald Financial, Inc. announced today it is hosting a free seminar on the recently issued 403(b) regulations for non-profit organizations: Is your organization prepared to meet the new requirements and responsibilities? The Tuesday, November 13, 2007 program includes a free continental breakfast at Dante in Valley View, Ohio. Registration begins at 7:30 a.m.; program starts at 8:00 a.m. and concludes by 9:30 a.m.

WHAT: Forty-Three Years in the Making…The Final 403(b) Regulations
WHO: Non-Profit Organizations in Northeast Ohio
WHEN: 7:30-9:30 a.m., Tuesday, November 13, 2007
WHERE: Dante (formerly Lockkeepers), 8001 Rockside Road, Valley View, Ohio
HOW: RSVP with Heather Pettit at 216-367-1838 or hpettit@oswaldfinancial.com

“The final 403(b) regulations have been established, and there are newly created rules for which employers need to adhere,” said David Kulchar, executive vice president, director of retirement plan services, Oswald Financial, Inc. “Many non-profits will need to update and amend their 403(b) plans. This seminar will outline the final rules and regulations and answer questions you may have about the recent changes.”

Kulchar will serve as the host for this informative discussion. Presenters include Kevin Kidwell, Vice President, National Non-Profit Sales, OneAmerica; and Dale Vlasek, Attorney at Law, McDonald Hopkins.

The seminar is sponsored by Oswald Financial, Inc., Russell Investments and OneAmerica.

About Oswald Financial, Inc.
Oswald Financial, Inc. specializes in design, implementation and ongoing management of qualified and non-qualified retirement plans in both the public, private and non-profit sectors. PlanSponsor Magazine has ranked Oswald as one of the nation’s top retirement plan advisors for two years running. Oswald is also a member of the country’s largest network of independent retirement plan advisors, National Retirement Partners. As a member of Oswald Companies with a team of dedicated specialists, Oswald provides the highest levels of service and consultation for plan sponsors and their employees.

Contact: Rochelle Sevchek, 216.367.3288 or rsevchek@oswaldcompanies.com