Joint ASPPA and NTSAA Webcast on Written 403(b) Plans and How They Affect Contract Transfers

Presented by: S. Derrin Watson, APM, SunGard Corbel LLC, ASPPA, and Kristi Cook, Law Offices of M. Kristi Cook, PC, NTSAA

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Wednesday, April 16, 2008 Live Show

Eastern	Central	Mountain	Pacific
2:00 pm - 3:40 pm	1:00 pm - 2:40 pm	12:00 am - 1:40 pm	11:00 am - 12:40 pm

What's the Topic?

No issues in the final 403(b) regulations have proven as controversial or thorny as the requirement for contracts to be maintained pursuant to a written plan, and the related requirements for information sharing agreements. Much uncertainty surrounds these issues, despite recent guidance from both the IRS and DOL. Join Derrin Watson from the American Society of Pension Professionals (ASPPA) and Kristi Cook from the National Tax Sheltered Account Association (NTSAA) in a discussion of:

• The key requirements for contracts maintained pursuant to written plans
• The impact of these requirements on plan terminations and the deferral-only ERISA exemption
• The recently released grandfather rules and model plan document.

Derrin Watson, APM, is the 2006 winner of ASPPA's Educator's Award. He regularly teaches about earned income, compensation, and employee issues for his employer, SunGard, as well as ASPPA and other professional organizations. Kristi Cook is an attorney with over 30 years of experience working with 403(b) plan issues and is a regular speaker on the unique features of 403(b) and 457(b) plans at professional meetings of governmental plan sponsors, plan administrators, benefits consultants and product providers.

Sign up for this important webcast today!

And, don't forget: send your questions ahead of time! The primary focus of the webcast will be to address your concerns. Register and send in your questions.

ASPPA Members and Continuing Education

Be a part of the seminar and earn two ASPPA continuing education credits while getting answers to your tough questions without leaving your office! Check the CE section of the website to learn how to use this program for in-house training. ASPPA will not issue any certification of attendance.

Open Registration

To register via fax, download the registration form, complete it, and fax it to ASPPA at 703.516.9308. The webcast presentation costs $195 for ASPPA members and $295 for non-members.

How Do I Participate?

Test your system's capabilities by completing the Browser Check - click on Attendee Login and use 'demo' as the Show Code, and complete the rest of the fields. If you do not pass, follow the instructions online or call 303.499.6645 for assistance. If you do pass, you are all set. The webcast recording is conducted completely via the Internet. Recordings are usually available one week after the original presentation, and are available for one year. The recording can be viewed once.

Please Note

The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content of the statements and materials presented by speakers during ASPPA's webcasts.

Need More Information?

Contact ASPPA at 703.516.9300 or e-mail us at webcast@asppa.org.