News Archive

The U.S. Supreme Court ruled recently that an inherited IRA is part of a bankruptcy estate and subject to creditors’ claims. This raises questions: if that is the case with IRAs, does that then have implications for retirement plan assets belonging to those who declare bankruptcy? In this week's... READ MORE

Distinguishing who the fiduciary is within a 403(b) plan or other qualified plan is an important determination, but that doesn’t necessarily mean that it’s an easy or clear determination. Quite the contrary: it is a highly confused, misinterpreted and somewhat gray area that many plan sponsors wish... READ MORE

State and local pension plans’ investments showed robust growth for the 12-month period that ended June 30, Wilshire Associates reports. These plans’ investments showed median growth of almost 17%, the strongest growth since fiscal year 2011.  The growth was fueled in large part by the... READ MORE

NTSA has established the Task Force on Retirement Savings Plans, a new committee designed to help lead the discussion and development of policy regarding the automatic enrollment of employees in non-ERISA retirement savings plans. Among the functions the new task force will perform is to help... READ MORE

Citing a need to ensure sustainability of public pensions, New Jersey Gov. Chris Christie (R) on Aug. 1 announced the formation of a commission that will include study of the state pension system and how to reform it. This is necessary, Christie said, to ensure that the system is sustainable.... READ MORE

If you receive a request for a loan from a participant who finished paying off a previous loan from his 403(b) four months ago, can you permit a $50,000 loan from the account since he has no outstanding loans in any plans of the employer? In Tech Talk, Ellie Lowder addresses what can be done in... READ MORE

Available through October 10, 2015 Moderator: Chris DeGrassi, Executive Director of NTSA  Speakers: David Blask, Lincoln Investment Jerald Wozniak, CFP, Lincoln Investment Richard Dobson, CFP American Financial Management Bruce Smith, CALPRO Network... READ MORE

Available through September 10, 2015 Speakers: Ellie A. Lowder, TGPC, TSA Consulting and Training and Michael A. Webb, TGPC, AIF, CEBS, Cammack Retirement     The webcast outline will be available soon! The pension problems of various states... READ MORE

Defined benefit plans’ decline and a proportional rise of future retirees’ need for expert help in establishing and managing retirement accounts spelled growth for the financial services industry. But the market may be saturated — there are many advisors, but the universe of clients is flat or... READ MORE