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ERISA 403(b) Advisor Conference Early Registration to Expire!

Conferences & Events

Are you helping teachers, first responders, and others in the non-profit sector with their retirement plans? It’s a fulfilling focus and one you’ll want to do right.

It’s why you can’t afford to miss out on the second annual NAPA/NTSA ERISA 403(b) Advisor Conference, Oct. 1 – 3, 2023, in Washington, D.C. The early bird deadline expires TODAY, August 18, 2023. 

It’s an industry event designed for experienced professionals working with ERISA 403(b) plans. It’s built SPECIFICALLY for ERISA 403(b) specialist advisors and consultants to gain insight from top thought leaders, share ideas with peers, build a national network of contacts, learn innovative techniques for improving retirement outcomes, and much more.

Topics include:

  • Updates on current and future legislation
  • Current litigation issues
  • Navigating legacy investments
  • Plan sponsor perspectives
  • Recordkeeping consolidation

More specially, the first day features a Washington update on SECURE 2.0, using CITs in 403(b) plans (a legislative and regulatory perspective), fulfilling cybersecurity oversight requirements, retirement income, best practices for conducting RFPs on plan vendors, and more. 

The second day features sessions on participant education, fiduciary liability insurance, and a live episode of the popular Nevin & Fred podcast featuring retirement plan advisor Kelly Famiglietta. 

A lot is happening in the space, and it will all be covered. 

Attendees of the ERISA 403(b) Conference should be seasoned ERISA 403(b) advisors and consultants in large institutional markets who want to engage with their industry counterparts to broaden and increase their knowledge.

CLICK HERE TO REGISTER for the NAPA/NTSA ERISA 403(b) Advisor Conference, Oct. 1 – 3, 2023, in Washington, D.C.

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