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NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) Employers-OD
1.00 ASPPA
Format:
Recorded Webcast
Date:
February 28, 2018 To February 28, 2019
Credits:
1.00 ASPPA
1.00 ERPA
1.00 JBEANC

Speaker:  Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.

 

Experience Level for Attendees:  Basic to Intermediate

 

Description:  Attend this webcast to learn how to discuss 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.

Recorded webcasts are available for one year after the live presentation date.
  • List Price: $99.00 USD
  • Member Price: $59.00 USD
 
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1.00 ASPPA

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NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) Employers-OD