457 Plans of Tax-Exempt Organizations

Available through July 29, 2016

 

Speaker: Ellie Lowder, TGPC, Consultant; Robert J. Toth, Jr., Law Office of Robert J. Toth, Jr. LLC 

NOTE: WEBCAST IS COMPLIMENTARY FOR NTSA MEMBERS

Click here to view the webcast outline!

Registration Deadline:

Recorded  – 07/29/2016

Individual Viewer	Additional Viewers
NTSA Member: $0	NTSA Member: $0

Registration for Recorded Webcast Includes:

• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

Online  Free registration for the recorded webcast for NTSA members. Receive an immediate e-mail Registration Confirmation.

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CONTINUING EDUCATION INFORMATION

NTSA Members

The webcast is designed to offer registrants 2 CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

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GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association ssumes no responsibility for the content and materials presented by speakers during the webcast.

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ABOUT THE SPEAKERS

Eleanor (Ellie) Lowder has been involved in the 403(b) tax-sheltered account markets since 1961 and is regarded in the industry as an expert in this specialty market niche. For the past 13 years, she has been a highly sought-after independent consultant for the retirement plans of public education and 501(c)(3) employers. PEllie manages, edits and writes articles for the NTSA-ASPPA Market Beat newsletter. She also assists the American Society of Pension Professionals & Actuaries with the development of comment letters to the IRS and Treasury on issues relevant to 403(b) & 457(b) plans, and additionally presents webcasts (generally with IRS staff members) for NTSA/ASPPA. 

Bob Toth has practiced employee benefits law since 1983. His practice focuses on the design, administration and distribution of financial products and services for retirement plans, one which combines elements of ERISA, tax law, insurance law, securities law and investment law for both 401(a) and 403(b) plans. Bob’s experience includes the design of multiple employer plans; implementing 403(b) programs under the new regulations; designing investment products for 401(k) plans; annuitization programs for defined contribution plans; advising on prohibited transactions issues related to retirement plan products and services and their distribution, development of open architecture programs for 403(b) plans and writing and implementing standards for fiduciary and advisory practices. 

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QUESTIONS

Registration and General Questions

NTSA Customer Support

703.516.9300

[email protected]