News Archive

In a settlement agreement described as “miraculous” by the federal bankruptcy judge that approved it, and made possible because of a pension settlement and a “grand bargain,” the City of Detroit now begins its exit from bankruptcy. For Detroit’s Police and Fire Retirement System (PFRS) retirees,... READ MORE

The Government Accountability Office (GAO) in a recent report has highlighted one of the ways public- and private-sector deferred benefit plans differ — valuation. “Pension Plan Valuation: Views on Using Multiple Measures to Offer a More Complete Financial Picture” outlines and discusses these... READ MORE

The revolution in technology that has transformed communication has changed the way business is conducted as well. And that can help you in managing your practice and making it grow. Join us for a conversation about technology in an NTSA webcast on Friday, Nov. 14 from noon to 1:00 p.m. ET, and... READ MORE

You have a client that is a 501(c)(3) that is trying to find a way to reward its executive director and the associate executive director, who are receiving limited employer contributions to its 403(b) plan because of the federal nondiscrimination rules. In this week’s Tech Talk, Ellie Lowder tells... READ MORE

The ERISA Advisory Council has now made its final recommendations of 2014, and got an update on regulatory proposals in return. On Nov. 4, the DOL’s ERISA Advisory Council followed up on its August meetings with the presentation of this year’s final recommendations to secretary of labor Tom Perez... READ MORE

Technology has revolutionized communication and conducting business — and it can help you manage your practice and make it grow. Join us for a conversation about technology in an NTSA webcast on Friday, Nov. 14 from noon to 1:00 p.m. ET, and walk away with insight and practical steps you can take... READ MORE

According to the National Alliance for Public Charter Schools, there are 6,400 charter schools in 42 states, with 2.5 million students. Many NTSA members do include charter schools in their target market. In this week’s MarketBeat, Ellie Lowder discusses some unusual situations that may arise in... READ MORE

More than two and a half years after the city of Stockton, Calif. declared insolvency, Chief United States Bankruptcy Judge Christopher Klein on Oct. 30 confirmed the city’s proposal for exiting Chapter 9 bankruptcy.The city says it saved $2 billion through agreements with creditors, employee... READ MORE

Your retired client placed her name on a school district’s substitute teacher list. The district’s third party administrator declined the application for a required minimum distribution (RMD), stating that she is coded as an employee on the list. But she has not worked in the district this year. If... READ MORE