The Fix Is In! Your Year-End Checklist for Using the IRS 403(b) Fix-It Guide

NTSA Webcast

Speaker: Linda Segal Blinn, JD*, ING US, Vice President of Technical Services
*Not a practicing attorney

Whether you sponsor or work with a 403(b) plan, the IRS 403(b) Fix-It Guide can help 403(b) plans avoid common issues.  We will discuss the top issues identified by the IRS, the appropriate correction method, and the importance of internal controls.

Attendee Takeaways:
• Learn how to identify the top ten common 403(b) issues
• Understand the mechanisms for correcting these defects
• Develop plan best practices for the 403(b) plan
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REGISTRATION

Important Webcast Changes
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Registration Prices
Complimentary webcast for NTSAA members!

Recorded Webcast
(registration deadline: 12/05/14)

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CONTINUING EDUCATION INFORMATION

ASPPA Members
The webcast is designed to offer registrants 2 ASPPA CE credits. 

Continuing Education Changes for RECORDED Webcast Attendees
Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.
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GENERAL INFORMATION

Cancellation Policy
All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.
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ABOUT THE SPEAKER

Linda Segal Blinn, JD*
Linda leads ING U.S.'s Technical Services Department within Tax-Exempt Markets of the Retirement business.  A magna cum laude graduate of Brown University and New York University School of Law, Linda provides general legislative, regulatory, and compliance information to assist education, non-profit and governmental employers in operating their retirement plans.  Her expertise includes administering and designing defined contribution plans in conformance with the Internal Revenue Code and ERISA.  A member of the Education Committee of the National Tax Sheltered Account Association (NTSAA), Linda writes and speaks often on the regulations governing defined contribution retirement plans, including authoring articles for the NTSAA Market Beat and for Plan Sponsor. 

*Not a practicing attorney
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QUESTIONS
Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]