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By Nevin Adams2/23/2017 • 0 Comments

The DOL has managed to keep its perfect record intact — losing another request to grant a stay in a pending case regarding the fiduciary rule. READ MORE

By NTSA Net Staff2/23/2017 • 0 Comments

The American Retirement Association on Feb. 21 sent a letter to the Oregon State Treasury containing its comments on the Oregon Retirement Savings Plan (ORSP), also known as OregonSaves. READ MORE

By Nevin Adams2/22/2017 • 0 Comments

The Office of Management and Budget has scheduled meetings with interested parties to discuss the DOL’s proposal to delay the implementation of the fiduciary regulation. READ MORE

By John Iekel2/22/2017 • 0 Comments

An unnamed financial services company is suing the Consumer Financial Protection Bureau over the CFPB’s exercise of power and the plaintiff’s contention that it is unchecked. READ MORE

By Nevin Adams2/22/2017 • 0 Comments

The Department of Labor kept its undefeated string going with another win in court, and one that had an element of déjà vu. READ MORE

By NTSA Net Staff2/21/2017 • 0 Comments

In MarketBeat, Kimberly Flett writes that understanding the portability rules for rollover contributions — in particular regarding 403(b)s and IRAs — can prevent an unwelcome tax consequence.
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By NTSA Net Staff2/17/2017 • 0 Comments

In Tech Talk, Sue Diehl tells us if certain understandings concerning the upcoming 403(b) plan restatements are correct. READ MORE

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