NTSA Webcast: The New 403(b) Plan Documents Part II: Don’t Even Think About Removing My Appendix!-OD
March 28, 2018 To March 28, 2019
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Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.
Experience Level for Attendees: Intermediate
Description: Part II of this 403(b) Plan Document Series will dive deeper into the requirements of the restatement. We will look at the requirements of completing all provisions in the plan, and will focus on the administrative appendix, the vendor attachment, and the “underlying investment vehicles.”
Recorded webcasts are available for one year after the date of the live presentation.