NTSAA Hosts 2012 Compliance Conference
MEDIA ADVISORY
Event: The NTSAA Compliance Conference is a national forum for professionals in the 403(b) and 457(b) marketplace. A variety of professionals—including plan sponsors, providers, agents, broker/dealers, and sales/marketing managers—join industry experts and regulators to discuss compliance solutions and best practices.
The meeting will also feature an in-depth discussion of the new fee disclosure form and implementation of the fee transparency initiative for non-ERISA 403(b) Plans developed by NTSAA’s Fee Transparency Taskforce Journalists who cover industry trends and the regulatory environment for the 403(b) and 457(b) marketplace will hear from top practitioners and officials from the Department of Labor (DOL) and Internal Revenue Service (IRS). For more information, view the brochure.
Dates: May 3-4, 2012 (Thursday – Friday)
Time: 8 am – 6pm
Agenda Highlights:
• State of the Market: Getting Up to Date with the Latest Legislative & Regulatory Initiatives (Th. May 3)
Chris M. DeGrassi, Executive Director, NTSAA, Arlington, VA
Craig P. Hoffman, General Counsel & Director of Regulatory Affairs, ASPPA, Arlington, VA
• Open Forum with the Department of Labor & Internal Revenue Service (Thursday, May 3)
Jason Levine, Internal Revenue Service, Washington, D.C.
Susan Rees, Department of Labor, Washington, D.C.
• Expert Panel and Q&A with Internal Revenue Service and Department of Labor (Friday, May 4)
Sue D. Diehl, PenServ Plan Services, Inc., Horsham, PA
Jason Levine, Internal Revenue Service, Washington, D.C.
Susan Rees, Department of Labor, Washington, D.C.
Richard Turner, VALIC, Houston, TX
• In-depth: Fee Disclosures for Both ERISA & Non-ERISA Plans (Friday, May 4)
Mark Heisler, ADMIN Partners, LLC, Cherry Hill, NJ
Robert J. Toth, Jr., Law Office of Robert J. Toth, Jr., Fort Wayne, IN
Richard Turner, VALIC, Houston, TX
Location:
Paris Las Vegas
3655 Las Vegas Boulevard South | Las Vegas, NV 89109
Tel: 877.603.4389
RSVP: Media interested in attending the NTSAA Compliance Conference should contact Melinda Semadeni, Director of Media Relations, at msemadeni@asppa.org or (703) 516-9300 or register online . For more information, view the brochure or website.
Category: Events
