NTSA Webcast: The New 403(b) Plan Documents Part III: The Final Chapter: Protecting Your Clients-OD
April 18, 2018 To April 18, 2019
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Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.
Experience Level for Attendees: All
Target Audience: Advisers, Vendor Firms, TPAs
Description: In the last webcast of this three-part series, we will discuss the more technical provisions and use examples to show how corrections can be made retroactively by the employer. In other words, this is the “clean-up” time and employers should use this to their advantage! This is their one and only shot at corrections through the restatement process.
Recorded webcasts are available for one year after the date of the live presentation.