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  • Conquer the NTSA TGPC Exam: Your Guide to a Career as a Tax-Exempt & Governmental Plan Consultant

  • By: Philip Martin McCaulay
  • Narrated by: Virtual Voice
  • Length: 3 hrs and 13 mins

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Conquer the NTSA TGPC Exam: Your Guide to a Career as a Tax-Exempt & Governmental Plan Consultant

By: Philip Martin McCaulay
Narrated by: Virtual Voice
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Publisher's summary

Conquer the NTSA TGPC Exam: Your Guide to a Career as a Tax-Exempt & Governmental Plan Consultant is a comprehensive study guide designed to help candidates succeed on the NTSA TGPC exam. This guide covers all critical aspects of tax-exempt and governmental retirement plans, including 403(b) and 457(b) plans, plan design, compliance requirements, nondiscrimination testing, and fiduciary responsibilities. Each chapter delves into specific topics, such as vesting schedules, participant eligibility, contributions, rollovers, and investment strategies, providing detailed explanations and practical examples. Additionally, the guide offers valuable insights into plan audits, terminations, mergers, and IRS and DOL reporting requirements.

The book emphasizes real-world applications of the material, ensuring candidates understand how to navigate complex scenarios they may face as consultants. At the end of the guide, readers will find practice questions with detailed answers to reinforce their knowledge and prepare for the exam. By focusing on key concepts and offering practical tips, this study guide equips candidates with the tools they need to pass the NTSA TGPC exam and excel in their consulting careers.

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