NTSA members receive complimentary registration for NTSA webcasts.
Building on the foundation from Part 1, this session takes a deeper dive into the latest IRS and DOL correction procedures for 403(b) plans ,including ERISA Plans. With evolving guidance under the EPCRS and DOL regulations, it’s critical to stay ahead of compliance challenges. This session will explore new industry-identified errors, recent updates in correction methodologies, and best practices for ensuring ongoing plan compliance.
About the Speaker
Susan Diehl, QPA, CPC, ERPA, TGPC, BCF ™ President Pen Serv Plan Services, Inc.
Susan D. Diehl is a preeminent retirement plan and benefits expert. During her career Susan has served on renowned committees at the Internal Revenue Service (IRS) including the Advisory Committee on Tax Exempt and Government Entities (“ACT”), where she contributed to the formation of the IRS’ 403(b) Liaison Group that provides support to employers and financial institutions dealing with 403(b) plans. In addition, Susan has been appointed to and proudly participated in various committees at the Department of Labor (“DOL”) including the ERISA Advisory Council, and the Information Reporting Program Advisory Committee. As an authority on retirement plans, Susan continues to testify before the IRS and DOL on retirement plan regulatory issues.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.