Post by Mary Ellen Normen

Own the Plan: The School Business Official's Guide to 403(b) Governance, Compliance, and Accountability - 4 Part Series Master Class 1️⃣ The Plan Document: What Every SBO Must Know 📣 ASBO International Learn - Live Webinar 🗓️ Wednesday, June 3, 2026 ⏰ 12:00–2:00 PM ET 🔗 All Access Registration Link:  https://lnkd.in/eWpp-vd2 Most school business officials know their district sponsors a 403(b) plan—but far fewer know what that sponsorship actually requires. During this 90‑minute master class with a 30‑minute panel discussion, I will close that gap, starting with the foundation every SBO must get right: the written plan document. You will walk away with: 👉 A clear picture of your obligations as plan sponsor 👉 A practical framework for auditing your plan document 👉 Tools for building an audit‑ready file you can defend on 24 hours’ notice 👉 Confidence that your district’s 403(b) is governed—not just administered We’ll close with a fast‑paced panel featuring ✅ James Rowan, CAE, SFO; CEO/Executive Director, ASBO International ✅ Nathan Glassey, Executive Director of the National Tax-Deferred Savings Association and ✅ Linda Segal Blinn, Vice President, TEM Technical Services, VOYA Financial sharing practical insights on governance, compliance, and what SBOs should be doing now to strengthen their 403(b) oversight. NEXT UP! 2️⃣ Managing Your TPA Relationships: Oversight, Accountability, and Risk 📣 ASBO International Learn - Live Webinar 🗓️ Thursday, July 9, 2026 ⏰ 12:00–2:00 PM ET 3️⃣ 403(b) Provider Relationships: Selection, Monitoring, and Control     📣 ASBO International Learn - Live Webinar 🗓️ Thursday, July 23, 2026 ⏰ 12:00–2:00 PM ET 4️⃣ The SBO's Role in 403(b) Benefit Administration and Employee Education     📣 ASBO International Learn - Live Webinar 🗓️ Thursday, August 13, 2026 ⏰ 12:00–2:00 PM ET #schoolbusiness #403b #K12finance #planGovernance #retirementplans #ASBO