NTSA Webcast: Layering on the Benefits for Public Schools…or Have it Your Way!

Available Until May 26, 2022

 

Speaker:  Susan D. Diehl, QPA, CPC, ERPA, CBF^TM, President PenServ Plan Services, Inc.

 

Experience Level for Attendees: Intermediate

 

Target Audience: Advisers, TPAs, School Business Officials

 

Keywords:  post-employment contributions, public school plan options, maximum 403(b) employer contributions

 

IRS Program Number:  CZTXU-Q-01348-21-O

 

Description:  Governmental plans are afforded a variety of different plan types to use in different ways.  It is important to know which rules are different from 401(k) plans and the unique rules with these plans. Governmental plans have many more options available to them than the average profit employer does and knowing how to use these options is key!

 

Learning Objectives

1. Contribution limits interact with other plan types;
2. Multiple plans’ benefits can be leveraged;
3. To use post-employment employer contribution;
4. Superintendents and about-to-be-retired business officials contributions can be maximized; and
5. The rules of each unique plan type, including 403(b), 401(a), 457(b) and 457(f) work for these employees.

 

           

 

Registration Deadlines: 

 

On-Demand:  5/26/2022

 

CE Credit:  1 ASPPA , 1 NTSA  ,1 NAPA Relevant Topics, 1 ERPA 

 

 

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

For more details on additional training package offerings, please contact [email protected]

 

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

 

Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.

 

E-mail:   E-mail your scanned registration form(s) and credit card information to [email protected]

 
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, 4401 North Fairfax Drive, Suite 600, 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 [email protected] 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

[email protected]