NTSA Net Staff
By NTSA Net Staff 7/13/2023
A surprising finding in a comprehensive report from earlier this year, writes John Sullivan in MarketBeat, is that there is no gender gap in access to employer-based retirement plans, nor in participation rates. He continues that the same cannot be said for savings.
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By NTSA Net Staff 7/6/2023
Tech Talk provides a checklist that the IRS has prepared to help keep a 403(b) plan in compliance with many important rules.
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By NTSA Net Staff 7/6/2023
As human beings, writes Nevin E. Adams JD in MarketBeat, we’re drawn to perspectives, surveys, and studies that validate our sense of the world—which tends to make us discount opposing findings. He offers ideas for evaluating those findings.
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By NTSA Net Staff 6/29/2023
Tech Talk discusses how under Revenue Procedure 2021-30, certain failures cannot be corrected through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS).
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By NTSA Net Staff 6/29/2023
A report from Schwab Retirement Plan Services shows that worker attendance at educational sessions about 401(k) plans and other financial topics reached new heights in 2022, writes Ted Godbout in MarketBeat. He continues that virtual live and on-demand sessions drove the most participation.
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By NTSA Net Staff 6/29/2023
What topics do you want to learn about at the NTSA Summit?
Don’t miss your chance to help us shape the agenda for the 2024 NTSA Summit—Feb. 25-27 in San Diego!
What industry developments, trends, opportunities, and challenges do you want to learn about or share? Use our interactive online voting...
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By NTSA Net Staff 6/26/2023
PenChecks Trust Company of America and ASPPA are pleased to offer the tenth annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC.
The 2023 PenChecks Trust ASPPA Scholarship will be awarded to 14 individuals who make the most compelling case for how the...
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By NTSA Net Staff 6/22/2023
Tech Talk discusses what a 403(b) plan sponsor may do through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS).
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By NTSA Net Staff 6/22/2023
While the SECURE Act and SECURE 2.0 seek to make it easier for small business to offer a retirement plan, many employers that do not offer coverage still appear to be clinging to the same reasons for not doing so, writes Ted Godbout in MarketBeat.
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By NTSA Net Staff 6/22/2023
The NTSA 2024 Elite Advisor Awards nominations are open.
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique accomplishments and/or contributions...
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By NTSA Net Staff 6/15/2023
Tech Talk addresses whether 403(b) plans can use the same determination letter program as other plans.
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By NTSA Net Staff 6/15/2023
Recently, the nation’s longest-running gauge of the nation’s retirement confidence painted a bleak, but understandable read on that measure, writes Nevin E. Adams, JD, in MarketBeat. He continues that in the midst of a volatile market and inflation, it would have been disconcerting if a decline in...
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By NTSA Net Staff 6/8/2023
The impact of the pandemic over the last two years has prompted businesses of all sizes to reevaluate their benefit packages and small businesses are no exception, writes Ted Godbout in MarketBeat. He discusses the results of a recent survey of small businesses on their strategies.
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By NTSA Net Staff 6/7/2023
Tech Talk addresses whether a person who had a life insurance policy under a 403(b) since before the IRS rules allowing that changed can be grandfathered so as to not lose his coverage.
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By NTSA Net Staff 6/6/2023
Nevada is poised to become another state with a state-run retirement savings program for private-sector employees.
The Nevada Assembly passed the bill, SB305, on June 4 by a vote of 35-7. Senate Chief Majority Whip Dallas Harris (D-Las Vegas) introduced the bill on March 16; it was referred to...
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By NTSA Net Staff 6/1/2023
Tech Talk addresses whether a jail ministry that serves 33 jails and got their IRS determination letter in 1966 that listed it as “charitable and religious” be eligible for a NQCCO church plan.
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By NTSA Net Staff 6/1/2023
A new report finds a decline in retirement confidence to levels not seen since the 2008 financial crisis, writes John Sullivan in MarketBeat. He continues that the report also finds both workers and retirees are very concerned about inflation and its impact on their savings and spending.
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By NTSA Net Staff 6/1/2023
The National Tax-Deferred Savings Association (NTSA) recently helped pass a bipartisan bill in the final hours of the Illinois General Assembly that involves 457 auto-enrollment—and specifically protects participant choice—for Illinois teachers.
“Providing choice and an opportunity to work with a...
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By NTSA Net Staff 5/25/2023
Tech Talk addresses whether 403(b)(9)-retirement income accounts are included in the SECURE 2.0 definition of church plans and whether they would be allowed to offer a MEP.
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By NTSA Net Staff 5/25/2023
Any defined contribution lifetime income program that guarantees lifetime income needs to have the ability to make an “in-kind” distribution of an annuity contract, whether that be a certificate under a group annuity contract or an actual individual annuity contract, writes Robert Toth in...
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