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Thank you NTSA Members!

NTSA is pleased to provide you with a valuable member benefit–periodic complimentary webcasts! 

A list of upcoming live as well as on demand recorded webcasts is below.  

 

LIVE WEBCASTS

 

NTSA Webcast: The New 403(b) Plan Documents Part III: The Final Chapter: Protecting Your Clients

Wednesday, April 18, 2018
2:00 - 2:50 p.m. ET

   

Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.

In the last webcast of this three-part series, we will discuss the more technical provisions and use examples to show how corrections can be made retroactively by the employer.  In other words, this is the “clean-up” time and employers should use this to their advantage!  This is their one and only shot at corrections through the restatement process.

 

NTSA Webcast: Business Succession for Advisers Considering Retirement

Thursday, May 31, 2018
2:00 - 2:50 p.m. ET

   

Speaker:  Ron Culverson, First VP, Sales; and Kevin Twohy, Regional First VP, Partner Development, PlanMember Securities

Do you have a personal retirement plan in place for yourself … a real one, that includes answers to “who, where, when, and how?”  Though most advisers won’t admit it, the “clock is ticking” on their own personal timing to develop a quality succession plan.  Industry research shows that over 50 percent of financial professionals do not have an executable succession plan in place for themselves.  Led by industry veterans in adviser succession, this webcast will provide you with specific details and resources to understand the nuances and challenges related to adviser succession, and how to confidently develop and/or complete your own succession plan.

 

RECORDED WEBCASTS


NTSA Membership and You!

NTSA Members Access On Demand Now! (Enter Code: NTSAWEB)
Available through November 15, 2018
Webcast Outline: Click here.

 

Speaker: Brent Neese, NTSA Executive Director

The National Tax-deferred Savings Association (NTSA) is the nation’s only independent, non-profit association dedicated to the 403(b) and 457(b) marketplace. The NTSA was formed in 1989 and has grown to include practitioners, agencies, corporate, and employer members. NTSA’s mission is to provide high-quality professional education, technical support, and networking forums for all professionals in the 403(b) and 457(b) marketplace. NTSA is part of the American Retirement Association. Join us for this complimentary webcast to learn more about the work that NTSA does on your behalf in Washington and state capitals across the country, as well as important member benefits to help you grow your 403(b)/457(b) business.

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

NTSA Members Access On Demand Now! (Enter Code: NTSAWEB)
Available through February 28, 2019

Webcast Outline: Click here.

 

Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.

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.

NTSA Webcast: The New 403(b) Plan Documents Part II: Don’t Even Think About Removing My Appendix!

NTSA Members Access On Demand Now! (Enter Code: NTSAWEB)
Available through March 28, 2019
Webcast Outline | Administrative Appendix | Sample 415 Notice

 

Speaker: Susan D. Diehl, QPA, President, PenServ Plan Services, Inc.

Part II of this 403(b) Plan Document Series will dive deeper into the requirements of the restatement.  We will look at the requirements of completing all provisions in the plan, and will focus on the administrative appendix, the vendor attachment, and the “underlying investment vehicles.”

 

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