NTSA Net Staff
By NTSA Net Staff 11/9/2023
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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By NTSA Net Staff 11/6/2023
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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By NTSA Net Staff 11/2/2023
Tech Talk addresses how 403(b) plan assets can be invested.
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By NTSA Net Staff 11/2/2023
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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By NTSA Net Staff 11/1/2023
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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By NTSA Net Staff 10/26/2023
Tech Talk addresses what fiduciary liability insurance is and what it covers.
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By NTSA Net Staff 10/26/2023
Do you feel confident selling SECURE 2.0 to clients? Joey Santos-Jones writes in MarketBeat about an Oct. 24 session of the 2023 ASPPA Annual conference, which featured PSCA Executive Director Will Hansen, JJ McKinney from EGPS and Kirsten Curry from LRS as they unspun the most talked-about...
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By NTSA Net Staff 10/19/2023
Tech Talk looks at common mistakes identified in internal audits.
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By NTSA Net Staff 10/19/2023
There’s an oft-repeated line from that 1967 classic movie “Cool Hand Luke” about a “failure to communicate,” writes Nevin E. Adams. JD in MarketBeat. He continues that there are literal barriers in terms of language, of course—but all too often there also barriers built of different life...
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By NTSA Net Staff 10/11/2023
What Tech Talk offers some considerations for a school system that is thinking about putting in place a student loan matching contribution program.
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By NTSA Net Staff 10/11/2023
The timing of when one leaves the workforce has a variety of effects—and a recent study examines whether, and how, it affects one’s lifestyle during retirement, writes John Iekel in MarketBeat.
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By NTSA Net Staff 10/5/2023
Tech Talk addresses what a governmental employer that offers a 457(b) plan should consider regarding offering a student loan matching contribution program.
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By NTSA Net Staff 10/5/2023
Amid ongoing market volatility, plan participants are increasingly keeping a close eye on their retirement account balance via mobile apps, writes Ted Godbout in MarketBeat. He discusses a report that mobile apps have taken center stage as a critical tool for retirement investors.
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By NTSA Net Staff 9/28/2023
Tech Talk discusses what an employer that offers a 403(b) plan should consider regarding offering a student loan matching contribution program.
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By NTSA Net Staff 9/28/2023
Benefits play a major role in the employee experience, as most can attest on a personal and professional level, writes Ted Godbout in MarketBeat; but he adds that new research suggests that it’s simply not enough to make benefits available to employees.
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By NTSA Net Staff 9/21/2023
Tech Talk discusses the circumstances under which a 403(b) plan may qualify for a safe harbor exemption and, therefore, not be subject to ERISA.
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By NTSA Net Staff 9/14/2023
Tech Talk discusses which agencies other than the Department of Labor and its Employee Benefits Security Administration have a role in regulating and overseeing 403(b) plans or investment options provided to participants.
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By NTSA Net Staff 9/14/2023
Social Security—often cited as a “third rail”—has been a staple of the retirement landscape for almost 90 years. But that doesn't mean that it’s free of misconceptions; in MarketBeat, John Iekel discusses a recent commentary that highlights some to avoid.
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By NTSA Net Staff 9/14/2023
Registration is open for the 2024 NTSA Summit! The conference—Feb. 25-27 in San Diego, CA—is the only industry event designed for 403(b) and 457(b) professionals. But that’s not all! It will include:
Tailored general sessions, workshops, and up to 12 continuing education (CE) credits
A...
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By NTSA Net Staff 9/11/2023
The Department of Labor (DOL) sent a new version of a proposed fiduciary rule to the Office of Management and Budget (OMB) late Sept. 8 for review.
Known officially as “Conflict of Interest in Investment Advice,” it would redefine fiduciary investment advice under ERISA.
According to a post on...
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