May 9-11 NTSAA Compliance Resolution Summit

Dallas, TX - The National Tax Sheltered Accounts Association is hosting the 2nd annual 403(b) Summit for market experts at The Westin Dallas Fort Worth. Professional representatives from TAPs, insurance companies, marketing firms, technology providers, and operational and client services staff will collaborate about ways to improve client service, increase profits and improve integrity in the marketplace.

In this discussion-oriented forum, participants will focus on the development of best practices for process and procedure management, as well as information sharing. The agenda includes discussing operational and compliance issues facing the 403(b) marketplace and coming up with real working solutions. Monitors will be on-site to facilitate the general sessions and workshops.

Conference location:
The Westin Dallas Fort Worth
45-45 West John Carpenter Freeway
Irving, TX 75063

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