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Preparing and fling the Form 5500 Series is one of the more onerous tasks associated with administering retirement plans. But one should resist the impulse to just sign the thing and get it all over with, argues a recent blog entry. In “The IRS Form 5500 – Look Before you Sign!” an entry in... READ MORE
The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is giving retirement plan sponsors at nonprofit organizations an opportunity to participate in, and receive benchmarking data from, its annual 403(b) Benchmarking Survey. Embarking on its second decade,... READ MORE
There are many pieces to the puzzle that is retirement security. In MarketBeat, John Iekel discusses the suggestion of a benefits institute that one of them is the behavior of plan participants and that working with, and influencing, that can help put pieces in place. READ MORE
The Garden State has formally proposed a new uniform fiduciary standard – and there’s some good news.  Issued April 15 by New Jersey Attorney General Gurbir Grewal and the state’s Bureau of Securities, the proposed rule would establish by regulation a common law fiduciary duty and apply it to... READ MORE
If your workforce includes recent college graduates, it’s likely that some of them have debt associated with their college years. Student debt may play a large part in the finances of these young (and even not-so-young) employees; that’s why a complete picture of employee financial wellness should... READ MORE
A self-employed minister who receives Forms 1099 is considered to be their own 501(c)(3) employer and could have contributions made into only a 403(b)(9) account. In Tech Talk, Susan Diehl tells us whether there is any benefit for him if he opens such an account. READ MORE
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here. The amount that an employer can... READ MORE
The times they are a-changin’. At an exciting — and, perhaps in some ways terrifying — pace. But in order to compete, one must embrace and employ the dazzling attributes and developments of our dizzying age. Joey Coleman, Chief Experience Composer of the Design Symphony recently shared his insights... READ MORE
Increasing concern about transforming accumulated savings into a secure retirement is driving interest in income-generating vehicles via workplace retirement plans, according to new survey results. BlackRock’s DC Pulse Survey of more than 1,000 defined contribution plan participants — including... READ MORE
Having a retirement plan and a commitment to facilitating employees’ saving for their retirement is important. In MarketBeat, John Iekel discusses a recent blog entry that argues that the good that accomplishes can be blunted if the employer and the plan administrators don’t communicate about the... READ MORE

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