NTSA Webcast: Discussing 403(b)s with Employers
An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans.NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) Employers
Wednesday, Feb. 28, 2018
2:00 - 2:50 p.m. ETSpeaker:
Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.
This webcast will provide a look at how to discuss the following with employers:
- a “pre-approved” 403(b) plan;
- the merits of an IRS-approved 403(b) plan;
- employer requirements due by March 31, 2020;
- all of the ‘pieces’ of a 403(b) restated plan document; and
- the critical components of the 403(b) restatement.
Be sure to check on NTSA Net for new information about upcoming webcasts
and on-demand webcasts