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In Part II of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder; who has served on the NTSA Board of Directors and was a 2014 Elite Advisor and 2010 recipient of the Bob D. Schiller Meritorious Service Award. Snyder discusses her clients and her...
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Under the restrictions of the Code, 403(b) plans must be funded through insurance annuity contracts or mutual fund custodial accounts. However, ERISA also imposes standards on when contributions must be made to such accounts under the plan. The requirements of ERISA address when plan assets must be...
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The QDRO procedures must:
be in writing;
be reasonable;
provide that each person specified in a domestic relations order received by the plan as entitled to payment of benefits under the plan will be notified (at the address specified in the domestic relations order) of the plan’s procedures...
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American investors apparently are feeling more confident about their finances than they have in a long time, but concerns about risks to their retirement are lingering, according to a new study from Allianz.
Data from the firm’s Quarterly Market Perceptions Study shows that Americans’ worries...
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It’s still early in the year, and a recent blog entry offers some ideas about things that 403(b) plan sponsors should be aware of and consider acting on this year.
In “A New Year’s “To Do” List for 403(b) Plan Sponsors,” Evan Giller writes on Boutwell Fay LLP’s blog, offers some ideas...
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There’s still time to participate in the first NTSA Member Survey of 2020 — but not much! We would like to know about your community service, and you can tell us through Jan. 23.
NTSA members care about their clients, plan participants and beneficiaries. And they also serve their community....
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The Plan Sponsor Council of America recently released its 62nd Annual Survey of Profit-Sharing and 401(k) Plans, documenting a record high rate of savings, alongside an uptick in Roth contributions and other trends. However, sometimes the things that don’t change can be just as telling…
Target-...
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Those who had hoped for some clarity – or perhaps a shift – in the standards involving where, and how, to draw the line between the obligations of corporate officials and ERISA plan fiduciaries – will have to wait a little longer, writes Nevin Adams in MarketBeat.
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Tech Talk addresses whether an employee's contract or account to which an employee’s loan repayments are being made need to be included in a plan's annual report.
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Millennials grasp the importance of saving for retirement, but that doesn’t necessarily translate to action which applies that understanding, says a recent white paper.
In “Millennials & Retirement 2020,” the Insured Retirement Institute (IRI) lauds Millennials’ appreciation for the need to...
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In Part I of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder, who has served on the NTSA Board of Directors and was a 2014 Elite Advisor and 2010 recipient of the B. Schiller Meritorious Service Award. Snyder provides an overview of her practice and...
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AXA Equitable Life on Jan. 14 announced that it will now operate as Equitable, an independent, U.S.-based company. The financial services company has 2.8 million clients in the United States and is a leading 403(b) provider.
Founded in 1859 as The Equitable Life Assurance Society of the United...
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It’s been almost five years since the American Retirement Association “launched,” along with new logos for each of our member associations. This week we unveil an updated and refreshed look for those brands.
In 2018, we undertook a review of the American Retirement Association brand, along with...
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ERISA imposes a number of responsibilities on the plan administrator relating to the handling of domestic relations orders.
As a plan fiduciary, the administrator is required to discharge these responsibilities prudently and solely in the interest of the plan’s participants and beneficiaries....
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Prior to the technical correction measures in the Job Creation and Worker Assistance Act of 2002, it was necessary to count “non-vested” amounts as contributions in the year vested for purposes of the IRC §415(c) limit. Now, the non-vested contributions will be counted as contributions in the year...
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One of the hallmarks of NTSA members is that they really care about their clients, as well as their plan participants and their beneficiaries. But they don’t stop there. NTSA members also serve their community. NTSA members give back! And we are giving members an opportunity to let us know what...
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In MarketBeat, Ted Godbout discusses a white paper that explores the possibility that while auto-enrollment helps increase plan participation, it also may lead to lower savings rates.
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The biggest 403(b) university settlement to date has been approved – but with a cut to the proposed fees for the plaintiffs’ attorneys.
The suit – brought by five employees of Massachusetts Institute of Technology (MIT) and participants in the MIT Supplemental 401(k) Plan – was filed back in...
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Tech Talk addresses how 403(b) plan assets can be invested.
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Amid ever-increasing fee pressure and evolving expectations from plan sponsors, a new report warns that retirement plan providers must be prepared to consider economies of scale and to prioritize technology initiatives in order to maintain profitability.
According to findings from “The Cerulli...
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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...