Title: Tax-Exempt Market Opportunities
Speaker: Kevin Kidwell
Sponsored by: OneAmerica
Presented on: Wednesday, January 13, 2021
Duration: 50 minutes
CPE Credits:1 NIPA CPE Credits
Description:
Despite
representing $2.5 trillion in assets, the tax-exempt markets remain a largely
underserved sector of the retirement plan industry. With regulatory changes for
403(b) plans dating back over 10 years, many organizations continue to struggle
with their compliance in operation and plan documentation. There is a great
opportunity to step into this sector to provide much needed services and
expertise. This NIPA webcast sponsored by One America will help TPA's get a
better understanding of the "opportunity" and how to best work with
clients and prospects in the tax-exempt market.
Free for members and $49 for non-members.
At the end of the webcast recording, you will need to take and pass a 10-question True/False quiz in order to earn CPE credits. You will receive a Certification of Completion through your profile in NIPA's Learning Center.
If you would like ERPA credits for completing this course, please contact NIPA HQ via nipa@nipa.org with your PTIN and a copy of your Certification of Completion.