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NTSA Webcast: Discussing 403(b)s with Employers

By NTSA Net Staff • February 13, 2018 • 0 Comments
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.

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