RINA Events

Preparing for Your 403(b) Plan Audit
Attention Not-for-Profits

If you currently have a 403(b) Plan, you may want to join us for an upcoming seminar

Presented and hosted by:
RINA and the Multnomah Group

Friday, November 21, 2008
8am – 10am
Marriott Fremont Silicon Valley
46100 Landing Parkway, Fremont, 94538

Continental Breakfast Provided

What the Program Covers:
• New Form 5500 filing requirements for 2009
• Implementing a policy for monitoring investment and provider service cost
• Fee payment and disclosure best practices
• Proposed disclosures to participants on investment fees
• Impact of 403(d)(2) on retirement marketplace
• Challenges for opening and closing balances
• Individual vs. Group Accounts
• Contract vs. Plan Loans
• Information Sharing Agreements

Brian Montanez, AIF, QKA, QPFC and Regional Director for the Multnomah Group and Jesus Guijarro, CPA and Audit Manager for RINA will present some of the new requirements for your 403(b) Plans. In November 2007, the DOL issued amended regulations that now treat most 403(b) plans like 401(k) plans.

To register for this seminar, simply email: Stephanie Cameron at Stephanie.cameron@multnomahgroup.com and reference November 21, 2008, Preparing for Your 403(b) Plan Audit.

Click Here For More Information

Structures 2008
The Best in East Bay Real Estate

On Thursday November 13, 2008 RINA was a proud sponsor of the San Francisco Business Times' “Structures 2008” awards event. The evening was spent honoring the East Bay’s best residential and commercial real estate and construction projects along with the regions best architects, developers and builders.

Cash Out Move On
Get Top Dollar and More Selling Your Business


On October 23, 2008 RINA, Summit Financial Group, LLC and Bridge Bank hosted a seminar featuting Author and Speaker John Brown and M&A Specialist Kevin Short, co-authors of the book Cash Out Move On. John and Kevin discussed the four factors that all business owners need to be aware of to get top dollar when selling their businesses to outside parties. They shared the latest industry statistics, the importance of planning the sale of your business now and the risks you face if you choose to delay.

To learn more about our services or to ask us a question about selling your business Click Here or call us toll free at 1-800-RINA CPA

RINA, Summit Financial Group and Bridge Bank look forward to sponsoring another event in May 2009 – watch for the announcement!