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

Wednesday, February 28, 2018

2:00 - 2:50 p.m. ET

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: Coming Soon.


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.

Registration Deadlines: 
Live: 2/28/2018
On-Demand: 2/28/2019

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.

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

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time 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 jlinney@usaretirement.org

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 e-mail address listed on your registration form.

  • Click here to download a registration form.
  • Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation. 
  • E-mail: E-mail your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • Fax: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 accountsreceivable@usaretirement.org 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.


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