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NTSA Webcast: Summer 2018 Advocacy Update

Available until July 11, 2019


Speaker: Joseph A. Caruso III, J.D., M.S.P.P.M., Government Affairs Counsel, American Retirement Association

Experience Level for AttendeesIntermediate

IRS Program NumberCZTXU-Q-00927-18-O

Webcast Outline

On-Demand Registration

The NTSA Summer 2018 Advocacy Update covers key legislative and regulatory developments at the state and federal level. At the federal level, discuss the Retirement Enhancement and Savings Act, the Automatic Retirement Plan Act, the DOL’s Conflict of Interest Rule, and the Securities and Exchange Commission’s proposed Regulation Best Interest. At the state-level, address four categories of legislation: automatic enrollment, pension reform, open 403(b) provider access and standard of care.

Learning Objectives:
1. Get updated on forthcoming legislation and potential compliance obligations.
2. Discover opportunities to participate in advocacy efforts.
3. Find out about the politics affecting the tax-deferred savings marketplace.

Registration Deadlines: 
On-Demand: 7/11/2019

CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore

About the Speaker
Joe Caruso
 is Government Affairs Counsel at the American Retirement Association. His experience spans the regulatory process from policy advocacy to regulatory compliance and dispute resolution. Prior to joining ARA, Joe served as industry affairs associate at the Institutional Limited Partners Association (2017) and law clerk for investment management and brokerage firm Trustmont Financial Group (2017).

Individual Viewer Additional Viewers 
ASPPA Non-NTSA Member: $57.50 ASPPA Non-NTSA Member: $22.50
Non-Member: $95 Non-Member: $35

Registration for on-demand recorded webcasts includes unlimited viewing before the one-year expiration date, webcast outline and any additional presentation materials. Recordings are available one week after the live webcast takes place.

Webcast Package Pricing:

Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact

Methods of Registration:

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to
  • Fax your scanned registration form(s) and credit card information to 703-516-9308.
  • Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725 
    For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203

Make checks payable to the American Retirement Association.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.


Registration and General Questions
American Retirement Association Customer Support

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Wednesday, September 26, 2018 - 10:45
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