News Archive

Using a third-party administrator assures the employer that procedures are in place to comply with the IRS regulations. Further, the TPA assists employers with the ability to comply with the universal availability requirements through educational programs for employees and periodic in-depth notices... READ MORE

A $3 trillion stimulus bill released by House Democrats includes retirement provisions advocated by the American Retirement Association—and a whole lot more—though its passage is anything but certain.   The mammoth 1,800-page bill runs the gamut from providing nearly $1 trillion to state and... READ MORE

We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!   You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session... READ MORE

In a recently updated report, the Congressional Research Service (CRS) highlights and examines the challenges facing the Social Security system.   In “Social Security’s Funding Shortfall”  the CRS reports that many people of all ages have some connection to Social Security, which in 2020 includes... READ MORE

Tech Talk addresses whether deferral elections in a nongovernmental 457(b) plan can be increased, reduced or cancelled. READ MORE

Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In Part I of a special, two-part NTSA WOWcast series—Cyber Selling and Servicing—NTSA Past President Randy Aranowitz discusses with a panel of... READ MORE

A controversial call by the IRS on deductibility of expenses under the Paycheck Protection Program is drawing fire from both parties and both houses of Congress.   No less than the chairmen of the congressional tax-writing committees have expressed concern with the IRS’ interpretation denying... READ MORE

Another excessive fee suit has been filed against a billion dollar university 403(b) plan, though it treads familiar ground(s).    The latest (Santiago v. Univ. of Miami, S.D. Fla., No. 1:20-cv-21784, complaint filed 4/29/20) was brought by plaintiffs Augustino Santiago, Lilly Leyva, Guillermo... READ MORE

Among the things that have changed during and because of the pandemic is how employers and retirement plan participants are behaving, a recent report indicates. In “How Saver and Employer Behaviors Are Evolving in Response to COVID-19,” Ascensus provides an analysis of how employers and employees... READ MORE