NTSA Webcast: The New 403(b) Plan Documents Part II: Don’t Even Think About Removing My Appendix!
Half-priced 50 Minute Webcast
Wednesday, March 28, 2018
2:00 - 2:50 p.m. ET
Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.
Experience Level for Attendees: Intermediate
Target Audience: Advisers, Vendor Firms, TPAs
IRS Program Number: CZTXU-Q-00897-18-O
Webcast Outline: Coming Soon.
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.”
To register for the complimentary on-demand recording for NTSA members only: If you would like to view the on-demand webcast recording starting April 4, 2018 and ending March 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.
Learning Objectives: Be able to discuss with employers:
1. The importance of having all vendors and TPA complete the administrative appendix
2. The different types of 403(b) employers and which provisions apply to them
3. How to indicate amendments to the plan between 2010 and the date of the restatement
4. Amendments to the plan before and after the restatement
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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