The Fix Is In! Your Year-End Checklist for Using the IRS 403(b) Fix-It Guide

NTSAA Webcast

Speaker: Avaneesh K. Bhagat, Internal Revenue Service & Linda Segal Blinn, JD*, ING US, Vice President of Technical Services
*Not a practicing attorney

Whether you sponsor or work with a 403(b) plan, the IRS 403(b) Fix-It Guide can help 403(b) plans avoid common issues.  We will discuss the top issues identified by the IRS, the appropriate correction method, and the importance of internal controls.

Attendee Takeaways:

• Learn how to identify the top ten common 403(b) issues
• Understand the mechanisms for correcting these defects
• Develop plan best practices for the 403(b) plan

REGISTRATION

Important Webcast Changes
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Registration Prices

Complimentary webcast for NTSAA members!

Recorded Webcast
(registration deadline: 12/05/14)

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CONTINUING EDUCATION INFORMATION

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The webcast is designed to offer registrants 2 ASPPA CE credits.

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GENERAL INFORMATION

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Disclaimer

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 and materials presented by speakers during the webcast.

ABOUT THE SPEAKER

Linda Segal Blinn, JD*

Linda leads ING U.S.'s Technical Services Department within Tax-Exempt Markets of the Retirement business.  A magna cum laude graduate of Brown University and New York University School of Law, Linda provides general legislative, regulatory, and compliance information to assist education, non-profit and governmental employers in operating their retirement plans.  Her expertise includes administering and designing defined contribution plans in conformance with the Internal Revenue Code and ERISA.  A member of the Education Committee of the National Tax Sheltered Account Association (NTSAA), Linda writes and speaks often on the regulations governing defined contribution retirement plans, including authoring articles for the NTSAA Market Beat and for Plan Sponsor. 

*Not a practicing attorney

QUESTIONS

Registration and General Questions
ASPPA Customer Support
703.516.9300
[email protected]

Please Note: All members of the media must register as such by contacting Ryan Shucard at [email protected], or by calling 703-516-9300 ex. 130.