February 13, 2018

NTSA Webcast: Discussing 403(b)s with Employers

 

An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans.

An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans.

NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) Employers

Wednesday, Feb. 28, 2018

2:00 - 2:50 p.m. ET
Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.

This webcast will provide a look at how to discuss the following 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.

Be sure to check on NTSA Net for new information about upcoming webcasts and on-demand webcasts.