Technical Competence

Technical Competence covers the nuts and bolts of the 403(b) plan market, focusing on regulations at both the state and federal level, along with developments in public-employee plan management.


 

Technical Competence

Technical Competence

By Ted Godbout12/14/2017 • 0 Comments

Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11. READ MORE

By Nevin Adams12/13/2017 • 0 Comments

A recent headline suggests that a Roth election could “mitigate” the retirement plan issues identified with a mismatch in tax rates for pass-through entities — but that falls well short of solving the problem created for small business retirements. READ MORE

By NTSA Net Staff12/12/2017 • 0 Comments

In MarketBeat, John Iekel discusses a blog entry and IRS ideas on how to protect retirement plans and balances from cyber attacks and criminals. READ MORE

By NTSA Net Staff12/12/2017 • 0 Comments

In Tech Talk

, we address whether the 10% penalty tax for early IRA withdrawals is waived for public safety officers who retire at age 50 or over.

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By Ted Godbout12/12/2017 • 0 Comments

House Ways & Means Committee Chairman Kevin Brady (R-TX) has announced that House and Senate conferees will hold an open meeting on Dec. 13 to begin reconciling the chambers’ versions of tax reform. READ MORE

By John Iekel 12/11/2017 • 0 Comments

How are 403(b)s doing? Two recent studies offer a look at how sizable and significant a role 403(b)s have. READ MORE

By Nevin Adams12/6/2017 • 0 Comments

Tax reform proposals being hurried through Congress could have a dramatic impact on the retirement security of small businesses and millions of small business workers — we need your help to do something about it! READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

At the NTSA Summit (Jan. 23-25) you can hear from American icon Apollo 13 Astronaut Fred Haise on how competence, perseverance and leadership assure ultimate victory under any circumstances. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

Can an employee who became part-time and does not work 20 hours every week still contribute to a 403(b) through the employer? In Tech Talk, we tell you. READ MORE

By John Iekel12/4/2017 • 0 Comments

Are any of your 403(b)'s assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and it is possible to blunt potential criticism about that. READ MORE

By Ted Godbout12/4/2017 • 0 Comments

After a long and sometimes heated debate, the Senate took a major step toward enactment of landmark tax reform legislation, approving its version of the Tax Cuts and Jobs Act (H.R. 1) at nearly 2:00 a.m. Saturday, Dec. 2. READ MORE

By John Iekel12/1/2017 • 0 Comments

Ritual marks the onset of a new year — but it’s not just about revelry and pageantry. It’s also about making sure plan-related duties that are on a calendar-year timeline are fulfilled in time. READ MORE

By Doug Fisher11/30/2017 • 0 Comments

Senate Republican leaders are floating the idea of increasing the deduction for qualified business income of pass-through businesses from 17.4% to 20%, which could have consequences for retirement plans sponsored by S Corporation shareholders. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018 at the NTSA Summit! READ MORE

By John Iekel11/28/2017 • 0 Comments

There is “work to do in the retirement areas,” House Ways & Means Chairman Kevin Brady (R-TX) said on Nov. 28. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

In MarketBeat, John Iekel discusses Christopher Carosa’s treatment of how the DOL fiduciary rule can be reconciled with longstanding laws on handling the transactions it covers. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

In Tech Talk we address what happens when a school district with a 457(b) plan changes the salary reduction amount to $0 for some employees in the same month deferral agreements were signed. READ MORE

By Ted Godbout11/28/2017 • 0 Comments

An 18-month extension of the transition period for the Prohibited Transaction Exemption (PTE) amendments and applicability dates for the Department of Labor’s fiduciary rule has been finalized. READ MORE

By Ted Godbout11/27/2017 • 0 Comments

As we all emerge from our turkey-induced food coma, all eyes will now be on the U.S. Senate, as Congress returns from its Thanksgiving break to make the final push to approve tax reform by the end of the year. READ MORE

By John Iekel11/27/2017 • 0 Comments

Required minimum distributions — and that includes those for 403(b) participants — may be among a plan's innocuous responsibilities, but a recent blog entry cautions that one fails to keep them in mind at one’s peril. READ MORE

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