NTSA Net Staff
By NTSA Net Staff 5/18/2023
Tech Talk concerns whether a K-12 public school can elect whether to have an ERISA or non-ERISA 403(b).
READ MORE
By NTSA Net Staff 5/18/2023
Are younger generations ready for retirement? In MarketBeat, John Iekel writes that it is a more complicated question than it appears at first blush, and it starts with the basics.
READ MORE
By NTSA Net Staff 5/11/2023
Tech Talk addresses whether an employee who is separated from service from an employer where he has an optional retirement plan 403(b) can roll it over to his new employer’s K-12 403(b) plan.
READ MORE
By NTSA Net Staff 5/11/2023
Some say default choices well-intentioned, but also intrusive and demeaning, writes Nevin E. Adams, JD, in MarketBeat. Nonetheless, it appears that there are employees who WANT that support. All of which, he says, calls to mind a new standard.
READ MORE
By NTSA Net Staff 5/4/2023
Tech Talk discusses procedures for obtaining opinion and advisory letters for the first six-year remedial amendment cycle and a 403(b) pre-approved plan’s second six-year remedial amendment cycle.
READ MORE
By NTSA Net Staff 5/4/2023
In MarketBeat, Ted Godbout writes that the NEPC’s 17th annual Defined Contribution (DC) Plan Trends and Fee Survey says that while the dedicated retirement income solution market has proliferated over the past several years, many plan sponsors have struggled to evaluate their options strategically.
READ MORE
By NTSA Net Staff 4/27/2023
Tech Talk addresses what a 403(b) prototype plan is, and what constitutes each of its two parts.
READ MORE
By NTSA Net Staff 4/27/2023
Researchers have found that feeling cared for at work is a key driver of employee holistic health and happiness, and not prioritizing it can cause major issues in the workplace, writes Ted Godbout in MarketBeat.
READ MORE
By NTSA Net Staff 4/20/2023
You may have missed it, but there recently was a mini-financial panic — and it may not be over yet, writes Nevin E. Adams in MarketBeat. He is referring, of course, to the travails of Silicon Valley Bank, or SVB, as it’s been generally referred to.
READ MORE
By NTSA Net Staff 4/20/2023
Tech Talk discusses the requirement that interested persons must receive notice that an application for an advance determination will be filed regarding whether a 403(b) plan meets the requirements of Internal Revenue Code Section 403(b).
READ MORE
By NTSA Net Staff 4/13/2023
Tech Talk discusses the requirement that interested persons must receive notice that an application for an advance determination will be filed regarding whether a 403(b) plan meets the requirements of Internal Revenue Code Section 403(b).
READ MORE
By NTSA Net Staff 4/13/2023
In the post-SECURE Act 1.0 era, plan consultants are becoming more comfortable recommending lifetime income options, but there apparently are potential obstacles with newer solutions, according to a MetLife study that Ted Godbout addresses in MarketBeat.
READ MORE
By NTSA Net Staff 4/13/2023
What’s going on in the states? The state Senates of Montana and Vermont are considering bills that would affect retirement plan coverage of teachers and employees whose employers don’t offer a plan.
Editor's Note: This feature in the NTSA Advisor provides a look at what’s going on in the states...
READ MORE
By NTSA Net Staff 4/5/2023
One of the inevitable results of Congress’ failure to cobble together some sort of compromise on what the most suitable “Securities Fix” would be for the 403(b) CIT is a flurry of activity to find some way to craft a solution which would permit 403(b) plans’ investments in 81-100 trusts without a...
READ MORE
By NTSA Net Staff 3/30/2023
Tech Talk addresses who interested persons are for purpose of 403(b) notice requirements, and who must receive notice that an application for an advance determination will be filed regarding whether a 403(b) plan meets the requirements of Internal Revenue Code Section 403(b).
READ MORE
By NTSA Net Staff 3/23/2023
American households that adopt some or all of five key financial wellness behaviors are more likely to be saving more and better positioned for building wealth, says a report. In MarketBeat, Ted Godbout writes that the findings suggest that “retirement saving” is one of the most difficult behaviors...
READ MORE
By NTSA Net Staff 3/16/2023
Tech Talk addresses what an IRS Information Letter is.
READ MORE
By NTSA Net Staff 3/16/2023
In MarketBeat, John Sullivan writes about American Retirement Association (ARA) member Apryl Pope, co-founder of Cincinnati-based Retirement Plan Partners, who delivers stark statistics about the state of retirement saving for traditionally marginalized communities and offers solutions.
READ MORE
By NTSA Net Staff 3/8/2023
Legislation that purports to expand Social Security benefits, shore up program funding, and increase taxes on the “wealthy” has been reintroduced in Congress.
The Social Security Expansion Act was originally introduced last June in the Senate by Sen. Bernie Sanders (I-VT), along with Sens. Chris...
READ MORE
By NTSA Net Staff 3/8/2023
The NTSA is always eager to serve its members as well as the 403(b) and 457(b) marketplace, its professionals, and those whom it serves. And that takes fine-tuning to make sure the effort best meets their needs.
So the NTSA will be boosting its efforts to enhance its social media presence as well...
READ MORE
Pages
Advertisement