Title: Tax-Exempt Market Opportunities
Speaker:Kevin Kidwell
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.