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 Nevin Adams 4/19/2018 • 0 Comments

Despite the 4-1 vote by the SEC to release for public comment its fiduciary proposals, the commissioners apparently (still) have issues with the current version. READ MORE

By Andrew Remo4/19/2018 • 0 Comments

The SEC commissioners voted 4-1 to release for public comment a set of proposals to “enhance the quality and transparency of investors’ relationships with investment advisers and broker-dealers while preserving access to a variety of types of advice relationships and investment products.” READ MORE

By Andrew Remo4/18/2018 • 0 Comments

Members of a House subcommittee pressed IRS representatives this week to explain their recent decision to dramatically increase the cost to small businesses of remedying retirement plan mistakes. READ MORE

By NTSA Net Staff4/17/2018 • 0 Comments

In MarketBeat, Robert Toth discusses how the tax reform law affects participant loans and the way ERISA’s fiduciary rules apply to loans and their administration. READ MORE

By Joseph Caruso4/17/2018 • 0 Comments

State of the State Houses provides an update on the status of measures before the legislatures of California, Indiana, Kentucky, Maine, Maryland and New Jersey relevant to NTSA members. READ MORE

By NTSA Net Staff4/16/2018 • 0 Comments

In Tech Talk, Susan Diehl answers questions concerning vendors and investment arrangements that need to be listed on pre-approved 403(b) restatements. READ MORE

By John Ortman 4/16/2018 • 0 Comments

American Retirement Association CEO Brian Graff unveiled plans April 15 to address the expensive and outdated ERISA requirement to disclose information to 401(k) participants in paper form. READ MORE

By John Iekel 4/13/2018 • 0 Comments

The latest installment of ERISA Tips concerns QDIA regulations and fiduciary relief under ERISA Section 404(c). READ MORE

By Ted Godbout4/12/2018 • 0 Comments

New York State’s Attorney General reached agreement with several large mutual fund firms to make information relating to their actively managed equity funds readily accessible and is calling on others to follow suit. READ MORE

By Nevin Adams4/12/2018 • 0 Comments

Scottrade wants to make a federal case out of an administrative proceeding filed by Massachusetts alleging violations of internal policies adopted in anticipation of the Labor Department’s fiduciary rule. READ MORE

By Nevin Adams4/12/2018 • 0 Comments

The Securities and Exchange Commission has announced plans for an open meeting to consider the agency’s long-awaited — and much anticipated — fiduciary proposal. READ MORE

By Joseph Caruso4/9/2018 • 0 Comments

State of the State Houses provides the status of legislation before the Maryland and California state legislatures that is relevant to NTSA members. READ MORE

By NTSA Net Staff4/9/2018 • 0 Comments

MarketBeat focuses on an analysis by the Ferenczy Benefits Law Center of the recent decision in which the U.S. Court of Appeals for the 5th Circuit vacated the DOL's fiduciary rule. READ MORE

By NTSA Net Staff4/6/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us what happens if an employee younger than age 59½ triggers a lifetime annuity or rider payout. READ MORE

By John Iekel 4/6/2018 • 0 Comments

A group of 14 private colleges and universities in Virginia have acted to adopt a 403(b) multiple employer plan (MEP); it is one of the first groups to do so. READ MORE

By John Iekel 4/6/2018 • 0 Comments

The latest installment of ERISA Tips concerns the requirement that an SPD explain eligibility in manner that is clear enough for the average plan participant to understand. READ MORE

By Nevin Adams 4/4/2018 • 0 Comments

Most, but not all, of the claims alleging that a plan provider’s loan process generated “ill-gotten” gains that exceed $50 million per year have been dismissed. READ MORE

By NTSA Net Staff4/4/2018 • 0 Comments

The next wave of OregonSaves registrations is on the horizon. READ MORE

By John Iekel 4/4/2018 • 0 Comments

The ARA on April 4 filed a comment letter with the IRS to recommend modifications to EPCRS that would expand the use of the SCP and reduce the burden the VCP’s new pricing structure imposes on small business plans. READ MORE

By Joseph Caruso4/3/2018 • 0 Comments

State of the State Houses provides the status of legislation relevant to NTSA members that is before legislatures in Alaska, California, Colorado, Illinois, Kentucky, Maryland, New York and the District of Columbia.

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