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 NTSA Net Staff2/23/2018 • 0 Comments

April Fools Day is not far off, but the joke's on a plan that forgets the April 1 deadline for the first RMD to terminated vested participants who attained age 70½ in 2017 and to participants older than age 70½ who retired in 2017. READ MORE

By John Iekel 2/22/2018 • 0 Comments

Legislation before the Maryland legislature would expand fiduciary duties in the Old Line State for broker-dealers, agents and investment advisers. READ MORE

By John Iekel 2/22/2018 • 0 Comments

In a Feb. 21 letter to Acting IRS Commissioner David Kautter, Rep. Richard Neal (D-MA) has requested that the IRS reevaluate the new VCP user fees announced earlier this year. READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

This marks the inauguration of a new feature for the 403(b) Advisor, ERISA Tips. This first tip offers a discussion of ERISA Section 404(c). READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

In MarketBeat, ERISA attorney Fred Reish discusses what the best interest standard really requires. READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

In Tech Talk, Susan Diehl outlines the effects of the federal Tax Cuts and Jobs Act (TCJA) on contribution limits and integration of plans. READ MORE

By Nevin Adams 2/20/2018 • 0 Comments

The Massachusetts Securities Division filed charges against Scottrade for knowingly violating its internal policies regarding DOL fiduciary rule implementation — which plaintiffs seeking to overturn that rule say validates their concerns. READ MORE

By Nevin Adams2/15/2018 • 0 Comments

The Massachusetts Securities Division has filed charges against a firm for knowingly violating its internal policies regarding implementation of the DOL fiduciary rule — and taken a shot at the Department of Labor. READ MORE

By John Iekel 2/14/2018 • 0 Comments

The New Jersey Treasury is reviewing responses to its RFI from private-sector firms to provide investment products for New Jersey’s Small Business Retirement Marketplace. READ MORE

By NTSA Net Staff2/13/2018 • 0 Comments

An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans. READ MORE

By NTSA Net Staff2/12/2018 • 0 Comments

In MarketBeat, Linda Segal Blinn tells us what happens if the terms of the 403(b) plan document conflict with the provisions of an investment arrangement identified in the plan. READ MORE

By NTSA Net Staff2/12/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a 403b is a voluntary plan or employer sponsored. READ MORE

By John Iekel 2/9/2018 • 0 Comments

The IRS and Treasury Department have issued an update to their joint 2017-18 Priority Guidance Plan. READ MORE

By Ted Godbout2/9/2018 • 0 Comments

The two-year budget agreement that Congress passed in the early morning hours of Friday, Feb. 9 includes several tax policy changes affecting retirement plans. READ MORE

By John Iekel 2/8/2018 • 0 Comments

Legislation is before the Oklahoma House of Representatives that would allow the elimination of the state-sponsored 403(b) plan for teachers. READ MORE

By John Iekel 2/8/2018 • 0 Comments

The Oregon Retirement Savings Board has issued a status report on OregonSaves, the state-sponsored retirement plan for private-sector workers. READ MORE

By John Iekel 2/7/2018 • 0 Comments

The recently enacted Tax Cuts and Jobs Act of 2017 (TCJA) will not affect 2018 pension plan limitations, the IRS said on Feb. 6 in IR-2018-19. READ MORE

By NTSA Net Staff2/5/2018 • 0 Comments

MarketBeat looks at Susan Diehl’s Jan. 24 discussion of IRS audits: their triggers, what to do if one is coming, and what could help keep the auditors at bay. READ MORE

By NTSA Net Staff2/5/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a former state employee who retires can return six months later and contribute to a 403(b), 457 or 401(k). READ MORE

By ASPPA Net Staff2/1/2018 • 0 Comments

The nation’s first state-run retirement plan for private sector workers is picking up steam — but the opt-out rates are a bit of an eye-opener. READ MORE

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