Skip to main content
Black calendar icon

October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

NAPA/NTSA ERISA 403(b) Advisor Conference: GS5 Plan Sponsor Panel

Topic

General Principles of Financial Planning

Program ID

338301

Hours

1.5

Format

Live / Conference Session

Complexity

Intermediate

Description

We hear a lot about what plan sponsors should want, but what’s most meaningful to them? Join us for an insightful session featuring a panel of 403(b) plan sponsors from various segments of the not-for-profit community as they share their thoughts, priorities, and challenges in operating their retirement plans and the critical factors that form and influence their opinions and decision-making. This session is intended to provide perspectives that can help you to anticipate and address your client’s challenges and priorities; ultimately leading to stronger client relationships and business success.

Learning Objectives

We hear a lot about what plan sponsors should want, but what’s most meaningful to them? Join us for an insightful session featuring a panel of 403(b) plan sponsors from various segments of the not-for-profit community as they share their thoughts, priorities, and challenges in operating their retirement plans and the critical factors that form and influence their opinions and decision-making. This session is intended to provide perspectives that can help you to anticipate and address your client’s challenges and priorities; ultimately leading to stronger client relationships and business success.