NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) Employers-OD
February 28, 2018 To February 28, 2019
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.