NTSA The Value of Choice
Public School Business Officials are regularly approached by consultants and others in the retirement industry about changing their multiple provider 403(b) plan to a single provider structure.
NTSA 403(b) Plan Enhancement Guide
This paper extends the work of NTSA’s 2018 survey of public education 403(b) retirement plans to offer suggestions on how to further improve the 403(b) benefit and encourage greater employee participation and savings.
2019 Value of an Advisor Study - How Can Tax-Smart Advisors Provide Maximum Value?
This 2019 annual report looks holistically at the real value advisors deliver for their clients, in their portfolios, in vital services advisors provide, and this year, especially in their after-tax returns.
Improving Retirement Savings for America’s Public Educators
This 2018 NTSA white paper examines the impact of participant choice of investment providers in 403(b) plans, and further looks at the extent to which school district employees want choices in their 403(b) plans and the positive impact choice has on participation and savings rates.
Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...