NTSA Net Staff
By NTSA Net Staff 1/18/2024
Despite long being called the “third rail” of American politics, Social Security—or more precisely its viability—has reemerged as an issue in the 2024 presidential campaign, writes Nevin Adams in MarketBeat.
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By NTSA Net Staff 1/11/2024
Tech Talk addresses how the deadline for the timely adoption of an amendment for a pre-approved plan that is a governmental plan is determined.
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By NTSA Net Staff 1/11/2024
The benefits of delaying Social Security benefits are by now generally accepted, writes John Sullivan in MarketBeat. And he discusses a recent analysis that suggests how to encourage more people to delay.
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By NTSA Net Staff 1/3/2024
Tech Talk addresses how the deadline for the timely adoption of an amendment for a pre-approved plan that is not a governmental plan is determined.
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By NTSA Net Staff 1/3/2024
A new study finds that two-thirds of people are confident they will be able to maintain a comfortable lifestyle in retirement, writes Ted Godbout in MarketBeat. He continues that diving deeper into the data shows that sentiment varies dramatically across demographic segments.
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By NTSA Net Staff 12/28/2023
Over the years, writes Nevin E. Adams, JD in MarketBeat, so-called personal finance experts have provided valuable information—but also a smattering of misinformation—and discusses some recent remarks he considers particularly egregious.
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By NTSA Net Staff 12/28/2023
Tech Talk addresses whether when one defaults on a loan taken from a 403(b), one can later take another.
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By NTSA Net Staff 12/21/2023
Tech Talk covers whether income inclusion can occur over three years.
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By NTSA Net Staff 12/21/2023
There is work to be done in improving overall retirement readiness. In MarketBeat, John Iekel writes that according to recent studies, one factor that could help explain that is confidence about retirement planning and plans.
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By NTSA Net Staff 12/21/2023
Participation rates in 403(b) plans increased and hit a record high in 2022 while participation rates in 401(k) plans dropped, according to the Plan Sponsor Council of America’s (PSCA) 2023 403(b) survey.
The PSCA is part of the American Retirement Association.
The survey, sponsored by HUB...
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By NTSA Net Staff 12/13/2023
ARLINGTON, VA. – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its Elite Advisors of 2024.
NTSA Elite Advisors are honored in person at the annual NTSA Awards luncheon, Monday, February 26, 2024, during the NTSA Summit, at...
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By NTSA Net Staff 12/13/2023
Tech Talk addresses how one figures the maximum amount contributable if one has more than one 403(b).
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By NTSA Net Staff 12/13/2023
In MarketBeat, Nevin E. Adams, JD notes that like many, he has spent a fair amount of time analyzing the impact and import of the new fiduciary rule proposal.
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By NTSA Net Staff 12/7/2023
Tech Talk discusses the limits relevant to figuring the maximum amount that can be contributed to a 403(b).
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By NTSA Net Staff 11/30/2023
Happy Birthday, ERISA!
It’s been 50 years since the Congress passed landmark legislation that protected the savings of American workers and—arguably—created an entire industry. It’s now time for the golden anniversary.
The American Retirement Association announced that it and eight associations...
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By NTSA Net Staff 11/30/2023
Tech Talk discusses designating 403(b) plan elective deferrals as Roth contributions.
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By NTSA Net Staff 11/30/2023
It’s all about the attitude—especially in retirement saving and investing, writes John Sullivan in MarketBeat. He adds that Goldman Sachs Asset Management has identified which financial behaviors matter most.
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By NTSA Net Staff 11/21/2023
Retirement plan coverage can be particularly challenging for some industry sectors. In MarketBeat, John Iekel writes about the experiences of one corporate leader in providing a 403(b) to employees in the care industry. Click here.
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By NTSA Net Staff 11/16/2023
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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By NTSA Net Staff 11/16/2023
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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