NTSAA Hosts 403(b) Advisor Summit
MEDIA ADVISORY
Event: Retirement professionals gather with industry experts and business leaders in Las Vegas at the NTSAA 403(b) Advisor Summit to discuss the state of the business, major industry trends, and the impact of new legislation and regulations on the 403(b) and 457(b) plans marketplace. Attendees include accountants, attorneys, broker/dealers, plan sponsors and various other investment professionals.
Journalists who cover personal finance, retirement, taxes, or financial planning will hear from practitioners, experts, and officials from the Internal Revenue Service (IRS) on various topics affecting the not-for-profit and public retirement plan markets. For more information, view the brochure.
Dates: February 8-10, 2012 (Wednesday – Friday)
Time: 8 am – 6pm
Agenda Highlights:
- Washington & Regulatory Update (Thursday, February 9)
Brian H. Graff, ASPPA, Arlington, VA - How to be Profitable in a Not-For-Profit World (Thursday, February 9)
- Audits & Defect Corrections: Enforcement & Common Plan Issues (Thursday, February 9)
- Similarities & Distinctions between 403(b) & 457(b) Plans (Thursday, February 9)
David W. Powell, The Groom Law Group, Washington, D.C.
Cheryl Press, Office of Chief Counsel, Internal Revenue Service (IRS), Washington, D.C. - Ask the Experts: Open Floor Discussion (Friday, February 10)
Ellie A. Lowder, TSA Consulting and Training, Tucson, AZ
David W. Powell, Groom Law Group, Washington, D.C.
Robert J. Toth, Jr., Law Office of Robert J. Toth, Jr., Fort Wayne, IN - Market Outlook & Changing Business Landscape (Friday, February 10)
Moderated by Brian H. Graff, ASPPA, Arlington, VA - Benefits of Greater Employee Participation in Group Plans (Friday, February 10)
- Emerging Roles of TPAs, Recordkeepers and the Impact on Advisors (Friday, February 10)
Susan D. Diehl, PenServ Plan Services, Inc., Horsham, PA
Location:
Caesars Palace
3570 Las Vegas Blvd South Las Vegas, NV 89109
Phone: 866.227.5938
RSVP: Media interested in attending the 403(b) Advisor Summit should contact Melinda Semadeni, Director of Media Relations, at msemadeni@asppa.org or (703) 516-9300 or register online here . For more information, view the brochure or website.
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