NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) Employers
Available until February 28, 2019
Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.
Experience Level for Attendees: Basic to Intermediate
IRS Program Number: CZTXU-Q-00887-18-O
Webcast Outline: Click here
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.
To register for the complimentary on-demand recording for NTSA members only: If you would like to view the on-demand webcast recording starting March 1, 2018 and ending February 28, 2019, you will be able to access it through your NTSA My Learning Activities account. Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, the webcast outline, and any additional presentation materials.
CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
Susan D. Diehl, QPA, CPC, for over 25 years has been president of PenServ, which offers retirement plan services, including technical manuals, monthly news publications, hotline services, plan administration, plan documents, administrative forms, continuing professional education seminars, and in-house training and review of plan documents and administrative procedures. She previously spent eight years as vice president and director of technical services for a national consulting firm, and before that, six years as assistant vice president and administrator of retirement services for a large bank. Susan served a three-year term on the IRS’ Advisory Committee on Tax Exempt and Government Entities (ACT), and served on the Employee Plans subcommittee. Through the ACT Committee, she assisted in the formation of the IRS 403(b) Liaison Group, which meets periodically with the IRS to assist employers and financial institutions regarding issues specifically dealing with 403(b) plans.
|ASPPA Non-NTSA Member: $57.50
|ASPPA Non-NTSA Member: $22.50
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