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OregonSaves, the state-sponsored retirement plan for private-sector workers, has been open to participation since July 1, 2017. Since then, it has been made available to those workers gradually in waves based on employer size and late in 2018 was expanded to allow individual Oregonians, such as... READ MORE
  Right on schedule, the Department of Labor (DOL) has sent a proposed rule for electronic disclosures to retirement plan participants to the White House’s Office of Management and Budget. The proposal, “Improving Effectiveness of and Reducing the Cost of Furnishing Required Notices and... READ MORE
The Dog Days of August are here. But that does not necessarily mean doldrums — like the mercury, the heat is on. American Retirement Association Chief Government Affairs Officer Will Hansen in an Aug. 15 webinar provided a look at legislative and regulatory developments in Washington, DC and the... READ MORE
In MarketBeat, John Iekel discusses a recent article that looks at the DOL rules for controlling fees and what they require, as well as how to protect employees from excessive fees. READ MORE
Tech Talk addresses whether it is possible to take a 403(b) distribution if one is age 59½ or older. 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 .  If an employer’s plan permits,... READ MORE
The Tax Cuts and Jobs Act has unleashed historic economic growth for millions of Americans. Now is the time for Congress to act to consolidate these economic gains by securing retirement benefits for current and future retirees. According to a recent study from the Federal Reserve Board, only 36%... READ MORE
While it’s not exactly been a smooth road over the past couple of decades, a new report says an even bumpier ride could be ahead for recordkeepers. The report, “Long-term value creation in U.S. retirement” from McKinsey & Company, notes that while the 10-year bull market has propelled DC asset... READ MORE
Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2020 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years. The NTSA LC is responsible for overseeing the member-driven, non-public policy aspects of the NTSA, including... READ MORE
NTSA proudly announces the inaugural NTSA Richard Ford Volunteer Service Award.   This new award honors and promotes NTSA members’ volunteer and service work in two areas: both with NTSA in their tax-exempt retirement industry markets and also with the member’s local governmental and nonprofit... READ MORE
Editor’s Note: This is the second of a two-part series. Part 1, “Rollovers into the Plan,” is available here. There remains confusion about when a rollover out of the plan may take place and whether rollovers are mandatory plan features. Following are important tips about them. The plan must... 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. While it is not required under the... READ MORE
In MarketBeat, John Iekel discusses a recent analysis that dispels three myths that discourage Millennials’ preparations for those golden years. READ MORE
Tech Talk addresses whether it is possible to put unitized portfolios in a 403(b)7. READ MORE
While disputing allegations and denying liability, plan fiduciaries have announced the second largest monetary settlement to date regarding a university retirement plan. This settlement – for $14,000,000 – involves the $4.3 billion Johns Hopkins University 403(b) Plan, a suit brought by the law... READ MORE
When it comes to ERISA litigation, we often only get to hear one side of the story – the plaintiffs’. But one of the defendants in an excessive fee case is fighting back. The plaintiffs in this case are five employees of the Massachusetts Institute of Technology (MIT) and participants in the MIT... READ MORE
The Department of Justice has asked a federal court to hold off ruling on a suit challenging California’s auto-IRA program for private sector workers. The suit in question is a challenge by the Howard Jarvis Taxpayers Association, claiming that the California Secure Choice Retirement Savings Trust... READ MORE
Tech Talk addresses what the “written plan” requirement is, what it means and does not mean. 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. No amount containing a required... READ MORE
The Department of Labor’s Employee Benefits Security Administration (EBSA) is responsible for overseeing millions of employee benefit plans, including investigating retirement plans when necessary. A recent blog entry examines what an employer should know about that. In Thompson Coburn LLP’s blog... READ MORE

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