NTSAA Hosts Annual Conference for 403(b) Plan Professionals

| January 20, 2011 | 0 Comments


Event: The conference of the National Tax Sheltered Accounts Association (NTSAA) brings retirement professionals and government officials together to discuss regulatory, legislative, and administrative issues in the 403(b) and 457 plans marketplace.

Participants include advisors, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials.

Journalists who cover personal finance, retirement, or financial planning will learn about the emerging 403(b) market and the new regulatory changes under ERISA. Top practitioners, a national representative from the U.S. Department of Treasury’s Internal Revenue Service (IRS), and other leading producers/advisors will be available for on-site interviews.

The program focuses on exchanging information on retirement issues relating to the not-for-profit and public markets, technical education and legislative updates. For details on workshop topics view the brochure.

February 2 – 5, 2011

Agenda Highlights:

Launch of 403(b) Advisor Magazine (Thursday February 3)
    Christopher M. DeGrassi, The Security Benefit Group of Companies, Topeka, KS
Washington Update (Thursday February 3)
    Brian H. Graff, ASPPA, Washington DC
IRS 403(b) Prototype program (Thursday February 3)
    Cheryl Press, Internal Revenue Service (IRS), Washington, DC
    Robert M. Richter, SunGard, Jacksonville, FL
    Mark E. Griffin, Davis & Harman, Washington, DC
A Challenging New Audit Area—403(b) Plans (Friday February 4)
    Susan D. Diehl, Penserv Plan Services Inc., Horsham, PA
    Denise Graham, Graham Szuhy & Co., Lexington, SC
403(b) Terminations (Friday February 4)
    Ellie A. Lowder, TSA Consulting and Training, Tucson, AZ
Changing Role of the Financial Advisor in 403(b) Plans (Saturday February 5):
    M. Kristi Cook, Attorney, Jenkintown, PA
    Ellie A. Lowder, TSA Consulting and Training, Tucson, AZ

Omni Orlando Resort
1500 Masters Boulevard, Champions Gate, FL 33896
Tel: 800.THE.OMNI (800.843.6664)

RSVP: Media interested in attending the NTSAA Annual Conference should contact Melinda Semadeni, director of media relations, [email protected]  or (703) 516-9300 for registration. For more information, view the brochure or www.asppa.org/ntsaaconference

The National Tax Sheltered Accounts Association (NTSAA) is the only independent, non-profit association dedicated to the 403(b) and 457 marketplaces in the nation and represents practitioners, agencies, corporate, and employer members. The NTSAA mission is to provide members with high quality education, technical support, and information resources, as well as to offer a professional networking forum. For more information, visit www.ntsaa.org.


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