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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. Following is a discussion of... READ MORE
Cyber threats morph and evolve as quickly as the technology and data they compromise. In MarketBeat, John Iekel discusses what speakers at SPARK’s national conference in Falls Church, VA suggested regarding ways to protect against them. READ MORE
In Tech Talk, Susan Diehl tells us whether a 501(c)3 ministry that is setting up a new 403(b) plan and wants to give an annual discretionary contribution to the director of the center would be required to also contribute to all employees.   READ MORE
CalSavers, the state-run retirement plan for private-sector employees in the Golden State whose employers do not offer a retirement plan, was formally launched on July 1. State Treasurer Fiona Ma and former Sen. Kevin de León (D) launched CalSavers at a ceremony at the State Treasurer’s Office. De... READ MORE
Making it possible for participants to take a loan from their retirement accounts is a common plan feature. But it also is not unusual for mistakes to be made concerning those loans. A recent article, as well as the IRS, offer some suggestions regarding how to identify and fix them, as well as... READ MORE
While most employers have adopted 403(b) plan documents, many have not shared those documents with the product providers, the financial representatives servicing the plan participants, the plan participants and in some cases, the plan administrator. Marketplace Issues This creates problems... 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. Following is a discussion of tax-free... READ MORE
Tech Talk discusses what universal availability is and what it requires. READ MORE
In MarketBeat, David Blask offers a discussion of how to handle distributions upon attaining age 59½; severance of employment; and due to death and disability. READ MORE
July 1 is the registration deadline for the next wave of employers for the Illinois Secure Choice Savings Program, a retirement savings vehicle for private sector employees in Illinois who do not have access to an employer-sponsored plan. Employers with 100-499 employees must register with the... READ MORE
The House Ways & Means Committee has voted to extend a vast array of individual and corporate tax provisions, including special disaster-related rules for use of retirement funds. Disaster Relief Assistance The Committee late June 20 approved the Taxpayer Certainty and Disaster Tax Relief Act... READ MORE
The IRS on June 17 issued a third quarter update of its 2018-2019 Priority Guidance Plan. As in such previous such plans, retirement benefits are among the many areas in which the IRS plans to take action. In the update, the IRS also reports on progress in projects it has listed in the plan.The ‘To... READ MORE
The American Retirement Association, as well as a broad coalition of groups and associations, on June 18 sent a letter to the Senate expressing their support for the Setting Every Community Up for Retirement (SECURE) Act.The House passed the measure on May 23 by an overwheming margin of 417-3. The... READ MORE
Not wasting any time, the Garden State has announced that it will hold a July 17 hearing in connection with its proposed new fiduciary standards. According to an announcement in the New Jersey Register, the Bureau of Securities also simultaneously announced that it is extending the comment period... READ MORE
Nominations are now being accepted for American Retirement Association’s 2020 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered. To view the nomination form, click... READ MORE
All 403(b) plans require some level of administrative support. Prior to the issuance of the final 403(b) regulations, most ERISA-exempt 403(b) plan sponsors performed some tasks required to establish and support their 403(b) programs and the product providers acted under their respective annuity... READ MORE
The official hurricane season has just begun (the National Oceanic and Atmospheric Administration says it starts June 1). But we’ve already had a tropical system in the Atlantic (Andrea) — and that serves as a reminder that it can be helpful to a service provider and plan administrator to prepare…... READ MORE
Game of Thrones may have wound to a close, but it left plenty to mull over from its eight-season run. In MarketBeat, Nevin Adams writes that the series offered some lessons for retirement amidst the mayhem. READ MORE
The Department of Labor’s Employee Benefit Security Administration provides material intended to assist plan administrators in selecting a plan auditor. Tech Talk provides a quick look at some of the qualities that a plan auditor should have. 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. Following is a tip concerning... READ MORE

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