NTSA Webcast: The Requirements of Completing all Provisions in the Plan
An upcoming NTSA webcast will take a closer look at the requirements of the restatement. It will look at the requirements of completing all provisions in the plan.
NTSA Webcast: The New 403(b) Plan Documents Part II: Don’t Even Think About Removing My Appendix!
Wednesday, March 28, 2018
2:00 - 2:50 p.m. ET
Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.
NTSA Member Cost: Complimentary
The second of three parts of the 403(b) Plan Document Series will dive deeper into the requirements of the restatement. It will examine the requirements of completing all provisions in the plan, and will focus on the administrative appendix, the vendor attachment and the underlying investment vehicles.
And don't forget to save the date for the third webcast in the series, “The New 403(b) Plan Documents Part III: The Final Chapter: Protecting Your Clients,” which will be held on Wednesday, April 18, 2018.
Be sure to check on NTSA Net for new information about upcoming webcasts and on-demand webcasts.