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NTSA Webcast: Fall 2016: What’s New That Impacts You?

NTSA Webcast: Fall 2016: What’s New That Impacts You?

Available Until November 16, 2017
 
Speaker: Susan D. Diehl, QPA, CPC, President, PenServ Plan Serivces; and Ellie A. Lowder, TGPC, Consultant, TSA Consulting Services
 

IRS Program Number: CZTXU-Q-00687-16-O

Webcast Outline: Click here.

 
Description: 
2016 has been one of those years where we have seen many changes and clarifications from both the IRS and DOL. We have received proposed regulations on 457(b) and (f) plans; final DOL Fiduciary rule; EPCU projects relating to 403(b)s and 457 plans; and a big uptick in IRS audits! This webcast will cover hot topics in the 403(b)/457 industry and include regulatory updates as well as refresher topics on subjects that generate frequently asked questions through TechTalk; and what the IRS is now looking at in audits. Hold on to your hats, this webcast promised to be a fast roller coaster ride!
 
Key Takeaways:
1. Summarize the changes that are critical to the 457 and 403(b) plan documents
2. Discuss the steps that you, the adviser, TPA, or firm should be taking to prepare your clients
3. Review topic areas with the highest volume of questions through TechTalk
4. Identify problem areas in 403(b) and 457(b) plans
 
Registration Deadlines: 
Live: 11/16/2016
On-Demand: 11/16/2017

CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
 
About the Speaker:

Susan D. Diehl, QPA, CPC, for over 25 years has been president of PenServ, which offers retirement plan services, including technical manuals, monthly news publications, hotline services, plan administration, plan documents, administrative forms, continuing professional education seminars, and in-house training and review of plan documents and administrative procedures. She previously spent eight years as vice president and director of technical services for a national consulting firm, and before that, six years as assistant vice president and administrator of retirement services for a large bank. Susan served a three-year term on the IRS’ Advisory Committee on Tax Exempt and Government Entities (ACT), and served on the Employee Plans subcommittee.

Ellie A. Lowder, TGPC, is a consultant with TSA Consulting Services and has been involved in the 403(b) tax-sheltered account markets since 1961 and is a highly sought-after independent consultant for the retirement plans of public education and 501(c)(3) employers. Ellie served as national sales director, qualified annuities for Transamerica Life & Annuity Company, and chief marketing officer for Delta Life & Annuity. She manages, edits, and writes articles for the NTSA Market Beat newsletter; and assists with the development of comment letters to the IRS and Treasury on issues relevant to 403(b) and 457(b) plans. Ellie has also served on the ASBO Retirement Plan Council to help develop criteria, guidelines, and tools for ASBO members to use to comply with and maintain their 403(b) plans under the final 403(b) regulations.

 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place. 

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact webcast@usaretirement.org

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.

Click here to download a registration form.

Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 

E-mail: E-mail your scanned registration form(s) and credit card information to webcast@usaretirement.org.

Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.

Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 For express/overnight deliveries (FedEx/DHL, etc., send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email webcast@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
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 assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
webcast@usaretirement.org