NTSA Net Staff
By NTSA Net Staff 9/7/2023
Tech Talk discusses the kinds of 403(b) plans that are not subject to ERISA.
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By NTSA Net Staff 9/7/2023
Taking action in advance to protect vital documents can be helpful when a disaster strikes, a principle that applies to retirement plans and administration as well as other records and functions, writes John Iekel in MarketBeat.
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By NTSA Net Staff 8/31/2023
Compounding the problem of low financial literacy is “low longevity literacy,” or a lack of understanding of how long people tend to live in retirement, writes John Sullivan in MarketBeat. He discusses research that found that a staggering number of Americans display low longevity literacy, which...
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By NTSA Net Staff 8/31/2023
Tech Talk discusses the kinds of 403(b) plans that are covered by ERISA.
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By NTSA Net Staff 8/23/2023
Recent research from the Investment Company Institute sought to answer two critical questions on which retirement policy is often based—how do the amount and compositions of spendable income for individuals change from middle to old age, writes John Sullivan in MarketBeat.
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By NTSA Net Staff 8/23/2023
Tech Talk discusses the Government Accountability Office’s observation that investment options are generally more limited for 403(b) plans than they are for other qualified retirement plans.
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By NTSA Net Staff 8/17/2023
Tech Talk looks at a discussion by the Government Accountability Office (GAO) of service providers with which sponsors of 403(b) plans work.
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By NTSA Net Staff 8/17/2023
In MarketBeat, Nevin E. Adams, JD, writes that he has been getting a lot of … comments …about his version of “retirement,” and includes discussion of allocations of revenue from retirement funds and factors that affect them.
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By NTSA Net Staff 8/10/2023
Tech Talk discusses some of what the Government Accountability Office (GAO) has to say about fees for 403(b) plans, such as its finding that even seemingly small fees can significantly reduce participants’ retirement savings over time.
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By NTSA Net Staff 8/10/2023
A study reviews data from two databases to see how (if?) retirement expectations have been impacted by the experience of the COVID-19 pandemic, writes Nevin E. Adams, JD, in MarketBeat.
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By NTSA Net Staff 8/10/2023
Reenrollment is not a new practice, but it is getting some new attention. In a recent podcast, Nevin E. Adams, JD, former Chief Content Officer at the American Retirement Association, and C. Frederick Reish, a partner in Faegre Drinker’s Benefits & Executive Compensation practice group,...
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By NTSA Net Staff 8/3/2023
Tech Talk addresses whether, and how, a 403(b) holder can take a loan from the account if the employer through which the 403(b) was started no longer exists.
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By NTSA Net Staff 8/3/2023
Plan costs and an uncertain economic outlook are driving plan sponsors to look to digital recordkeepers, representing an opportunity to solve a need and unexpectedly disrupt the market, writes John Sullivan in MarketBeat. He discusses a report that shows retirement plan sponsors face more cost...
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By NTSA Net Staff 8/3/2023
Voya Financial will serve as the recordkeeper for the new Secure Retirement 403(b) Pooled Employer Plan (PEP), the firm announced July 28.
Launched by The Platinum 401k, Inc., the PEP apparently is the first 403(b) program to the market following enactment of the SECURE 2.0 Act late in 2022, which...
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By NTSA Net Staff 7/27/2023
Tech Talk discusses actions the IRS says one should take when an employer fails to give all employees an opportunity to make a salary deferral.
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By NTSA Net Staff 7/27/2023
The damage an overreliance on financial jargon can do to participant confidence and, by extension, a retirement professional’s business is well-documented, writes John Sullivan in MarketBeat. He continues that a new survey brings it into stark relief yet again.
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By NTSA Net Staff 7/27/2023
The NTSA 2024 Elite Advisor Awards nominations are open—but for just one day more!
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique...
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By NTSA Net Staff 7/20/2023
Tech Talk discusses the IRS’ suggestions regarding how to avoid exceeding the Internal Revenue Code Section 415(c) limits for employer and employee contributions to 403(b)s.
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By NTSA Net Staff 7/20/2023
Cybersecurity—and its importance to retirement plans and savings—are top of mind. In MarketBeat, John Iekel covers Assistant Secretary of Labor Lisa M. Gomez’s suggestions on reducing the risk of fraud or loss to a retirement account.
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By NTSA Net Staff 7/13/2023
Tech Talk addresses what an organization should do when a 403(b) plan fails to limit employer and employee contributions so they do not exceed Internal Revenue Code Section 415(c) limits.
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