I have attended every NTSA Summit for the past 10 years as it's a great resource for getting up-to-moment technical information straight from the most experienced 403(b) and 457(b) experts in the country.
As an Enrolled Retirement Plan Agent (ERPA), the NTSA Summit is the only place I can get multiple continuing education credits in person on topics that are focused on my practice area of 403(b) and 457(b) Plans. I use my relationships with industry experts developed from attending the NTSA Summit on a daily basis to sort out the tricky questions that arise with 403(b) and 457(b) plan compliance and administration.
I'm looking forward to the "From DC to Denver...Retirement Policy, the Now and the Possible" session to get an update on how politics and legislation in Washington will affect my business. This is a great way to keep connected with regulatory developments from as far away as the Pacific Northwest.
I'm also very excited about the "Hot Topics … “There Is No Such Thing as a Dumb Question!” workshop hosted by Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.; Daniel Miller, Partner, Conner & Winters, LLP; and Ed Salyers, QPA, Accountant, Ed Salyers CPA.
Getting answers to timely and relevant questions from the best in the business is, as they say, “Priceless.”
Jim Kelleher is Chief Operating Officer for Carruth Compliance Consulting and is the President-Elect for NTSA.
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