Legislative & Regulatory Update – What’s Happening in Washington D.C. and State Capitals that Can Impact Your Business

NTSAA Webcast

Speaker: Christopher M. DeGrassi, Executive Director, National Tax Sheltered Accounts Association (NTSAA)

Washington views employer sponsored retirement plans as the largest Federal tax expenditure and a potential source for new tax revenue for the budget. The Department of Labor wants to issue universal fiduciary regulations covering IRA and non-ERISA retirement plans. State legislatures are working to shift to defined contribution plans for public employees starting the race to consolidate investment options into state run plans. Interest groups are lobbying Congress and the Obama administration for the Federal government to create a universal mandatory retirement system. 

Join this live broadcast for NTSAA members to learn about the legislative and regulatory issues that can impact your business. We will provide important updates on what NTSAA and ASPPA are doing to protect your business at both the State and Federal level, and offer ways for you to get involved in NTSAA advocacy and make a difference.

REGISTRATION

Important Webcast Changes
Please note attendees who purchase this recorded webcast will be able to pause the recording, but cannot skip back and forth while viewing the webcast. If attendees log out of the recording, they will not be able to log back in where the recording left off. This feature allows ASPPA to accurately determine and monitor completion of the modules by attendees, so attendees are no longer required to complete and pass a quiz to receive CE credit.

Registration Prices

Complimentary webcast for NTSAA members!

Recorded Webcast
(registration deadline: 05/23/14)

Registration for Recorded Webcast Includes:

• One viewing of the Webcast recording to play anytime before the one year expiration date
• Webcast outline and any additional presentation materials

Recordings are available one week after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form
Online: For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail: E-mail your scanned registration form(s) and credit card information to [email protected].
Fax: Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail: ASPPA – PO Box 34725, Alexandria, VA 22334-0725

For express/overnight deliveries (FedEx, DHL, etc.) send to:
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Make checks payable to ASPPA

CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 1 ASPPA CE credit.

Continuing Education Changes for RECORDED Webcast Attendees

Once registered, attendees will receive a confirmation letter directing them to the “Access Recorded Webcasts” page with a link to the WebEx OnDemand Center. Each registered viewer will be tracked when they log in with their name and email address. The webcast link will expire once the attendee has satisfied the CE requirement. CE credits will be applied to their record on a periodic basis and a certificate of attendance will be available on each attendee's My ASPPA page.

GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

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

Christopher M. DeGrassi

Chris is the Executive Director of the National Tax Sheltered Accounts Association (NTSAA). He has over 12 years experience working with retirement plans in the education market. Chris joined Security Benefit in 2004 as education market director, managing marketing and business development for more than 6,000 school districts and 2,000 registered representatives throughout the United States. Prior to joining Security Benefit, Chris was the annuity product manager for Zurich Life, responsible for the development and management of the annuity product line with more than $5 billion in assets under management.

Chris holds a B.A. from Loras College, Dubuque, IA, graduating cum laude.

QUESTIONS

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