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Tech Talk discusses the rules one should take into account when figuring one’s years of service for purposes of a 403(b).
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Providing retirement benefits is a dynamic function, and in an age of accelerating technological transformation that requires reinvention of products and services. In MarketBeat, John Iekel writes about an expert panel whose members shared some of their experiences in that vein.
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Tech Talk discusses repayments for qualified COVID-19 distributions that are eligible for tax-free rollover treatment to an eligible retirement plan.
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As a financial advisor to educators, are you ready for the Great Wealth Transfer?
As trillions of dollars transfer from baby boomers to the next generations over the coming decades, many advisors fear seeing their managed assets slip from their grasp as clients’ beneficiaries take their money...
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The SECURE 2.0 Act’s creation of an online searchable lost and found database at the Department of Labor (DOL) to help American workers find lost retirement savings benefits has moved one step closer to becoming a reality.
The Technology Modernization Fund (TMF)—which invests in technology...
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It’s been a couple of fast-moving days for the Department of Labor’s (DOL) proposal to amend the definition of investment advice fiduciary, as the House GOP has stepped up efforts to block the DOL from implementing its proposal, while the department has now denied a request to extend the comment...
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The Plan Sponsor Council of America’s (PSCA) 5th annual health savings account (HSA) Survey of more than 500 employers indicates that more employers are framing HSAs as part of a holistic retirement savings approach and not just a spending account for current health care expenses.
In fact, the...
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The Michigan Senate has given its imprimatur to a bill that would amend the law that governs the default option for newly hired public school employees.
In so doing, the chamber joins the House of Representatives, which passed it on Oct. 12. It was then referred to the Senate Committee on...
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The Department of Labor on Oct. 31, 2023 issued the latest iteration of a proposed rule defining who is an investment advice fiduciary for purposes of ERISA. In MarketBeat, John Iekel writes about further insights from DOL officials on the proposal.
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The recently announced increase in the Social Security cost-of-living adjustment (COLA) for 2024 is much more modest than the one announced just a year ago. But milder or not, it has meaning. So what does it mean?
The milder-than-last-year hike in the Social Security COLA is due to the relative...
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In an Oct. 24 presentation titled “Charting a New Course: Navigating Roth Changes in the Post SECURE 2.0 World,” Shannon Edwards with TriStar Pension Consulting and Michelle Ueding, an employee benefits and executive compensation attorney with Kutak Rock, focused on all one needs to know about...
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The Department of Labor’s (DOL) proposed rule defining who is an investment advice fiduciary for purposes of the Employee Retirement Income Security Act (ERISA) has now been officially published in the Federal Register.
The DOL also published Nov. 3 the proposed amendments to Prohibited...
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At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest.
That’s right, we closed out the 2023 NAPA/NTSA ERISA 403(b) conference with a live session joined by the inimitable...
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The Delaware EARNS Program Board is considering cooperation with other state-run retirement plans serving private-sector employees, Ted Griffith, Program Director of Delaware EARNS, confirmed with the NTSA Advisor on Nov. 6. Elizabeth Bordowitz, Executive Director of the Maine Retirement Investment...
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How does one perform the high-wire act of balancing professional boundaries with clients while still managing a business? That was one of the matters addressed during a session of the 2023 TPA Growth Summit inside the 2023 ASPPA Annual Conference, writes Joey Santos-Jones in MarketBeat.
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Tech Talk addresses how 403(b) plan assets can be invested.
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The IRS has just announced the new contribution and benefit limits for 2024 and—reflecting the moderating inflation readings, the increases are modest.
The headline is that next year the amount individuals can contribute to their 401(k) plans (not to mention 403(b) and most 457 plans, as well as...
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How did the SECURE Acts affect required minimum distributions (RMDs) and death benefits? Robert Richter, JD, LLM, Retirement Education Counsel at the American Retirement Association, and Michele Ueding, Partner, Kutak Rock LLP, offer their take on how the enactment of those measures changed the...
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Morningstar’s 7th annual landscape study on health savings accounts (HSAs) available to individuals shows continued industry improvement, even though persistent issues with transparency and fees remain.
The study evaluated 10 of the top HSA providers on two different use cases[JI1]: (1) as...
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It will ensure that advice given to plan sponsors with respect to plan investments under any and all circumstances is required to comply with the fiduciary standards of ERISA.
The mission of the American Retirement Association—since it was founded in 1966—is to expand and strengthen the employer-...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...