NAPA/NTSA ERISA 403(b) Advisor Conference 2023
01
Oct
-
03
Oct
2023
When
Washington, D.C
USA
Where

The NAPA/NTSA ERISA 403(b) Advisor Conference is back for its second year, poised to be an essential industry gathering tailored specifically for seasoned professionals who specialize in ERISA 403(b) plans. This event serves as a unique platform for ERISA 403(b) specialist advisors and consultants to immerse themselves in the latest industry developments, glean valuable insights from leading experts, collaborate with peers, expand their national network of contacts, and discover innovative strategies for enhancing retirement outcomes.

One of the key focuses of this conference will be to provide attendees with comprehensive updates on current and forthcoming legislation. In the ever-evolving landscape of ERISA 403(b) plans, staying well-versed in the latest legal changes is paramount, and this event will offer a deep dive into these critical updates. Moreover, the conference will address the pressing issues surrounding current litigation, offering attendees the opportunity to gain a thorough understanding of the legal challenges facing the industry and how to navigate them effectively.

Navigating legacy investments is another crucial topic that will be explored during this conference. Given the complexities often associated with legacy investments within ERISA 403(b) plans, attendees will gain valuable insights into strategies for managing and optimizing these assets. The conference will also provide a unique opportunity to gain perspective from plan sponsors, shedding light on their expectations, concerns, and priorities, thereby fostering a deeper understanding of the client's needs.

Recordkeeping consolidation is a theme that will be tackled comprehensively at the event. Attendees will have the chance to delve into the intricacies of streamlining recordkeeping processes, which can be instrumental in ensuring the efficiency and effectiveness of ERISA 403(b) plans.

In conclusion, the NAPA/NTSA ERISA 403(b) Advisor Conference 2023 is a must-attend event for seasoned professionals operating in the ERISA 403(b) space. With its carefully curated program, it offers a unique opportunity to stay abreast of legislative changes, legal challenges, and innovative strategies, all while fostering valuable connections within the industry. If you are a seasoned ERISA 403(b) advisor or consultant in a large institutional market, this conference is your gateway to expanding your knowledge and enhancing your expertise in this specialized field.

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The National Association of Plan Advisors, an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors.

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