Katuri Kaye will present at the ERISA 403(b) Advisor Conference hosted by The National Association of Plan Advisors (NAPA) and The National Tax-deferred Savings Association (NTSA) on Friday, September 20, 2024, in Chicago, IL.
Katuri will present on the “403(b) Hot Topics – Ask the Experts” panel. This engaging session features a panel of 403(b) experts who will discuss real-life issues facing clients. Topics will include whether forfeitures are truly being investigated, what the Department of Labor is asking clients about cybersecurity, and upcoming developments in the field. The panel will share valuable insights on how to protect clients from litigation and understand the realities affecting clients of all sizes, not just billion-dollar plans.
The NAPA/NTSA ERISA 403(b) Advisor Conference is an industry event designed for experienced professionals working with ERISA 403(b) plans. This conference has been built specifically for ERISA 403(b) specialist advisors and consultants to gain insight from top thought leaders, share ideas with peers, build a national network of contacts, learn innovative techniques for improving retirement outcomes, and much more. More information about the event.
