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Some rays of sun appear to be dispelling the gloom that has long engulfed employees’ confidence in their ability to fund a comfortable retirement. The Employee Benefit Research Institute in its 2014 Retirement Confidence Survey (RCS) reports that more than half of employees are at least somewhat...
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Sponsors of 403(b) plans are more apt to offer a broad range of services and options, according to a study of defined contribution (DC) plans The 2013 Plansponsor Defined Contribution Survey found that 403(b) plan sponsors in many ways are more generous than their other DC plan counterparts. The...
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In remarks at a recent conference on income inequality, Sen. Ron Wyden (D-Ore.), the incoming Chairman of the Senate Finance Committee, may have tipped his hand on how he will treat employer-provided retirement plans, advocating the simplification and consolidation of “the array” of current...
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NTSA Plan Optimization Test
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Register HERE to view the recorded webcast! Available through March 12, 2015 A discussion of how important it is for advisors and plan sponsors to manage the loan and distribution processes, or face the legal or practical consequences. Attendee Takeaways: Gain a comprehensive...
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New research by EBRI indicates that the level of participation in employer-sponsored retirement plans decreased in 2012 for almost all size plans. Even participation in public sector plan decreased in 2012. Participation rates in both public sector and private plans with more than 500 employees are...
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Over the last 30 years we have seen unprecedented changes in retirement choices in the 403(b) marketplace. There have also been enhancements to help advisors communicate with clients and prospects. Are these changes helping or hurting you? How can you adapt your practice to utilize these...
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The words have barely faded from the teleprompter, but retirement experts have wasted no time in expressing caution regarding the “myRA” retirement accounts President Obama unveiled in his State of the Union Address. Chris Carosa of Fiduciary News provides a comprehensive list of 10 reasons to...
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Register HERE to view the recorded webcast! Available through December 5, 2014 Speakers: Avaneesh K. Bhagat, Internal Revenue Service & Linda Segal Blinn, JD*, ING US, Vice President of Technical Services CE Credits: 2 ASPPA credits About: Whether you sponsor or work with a 403(b) plan, the IRS...
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LISTEN NOW! The webcast is free for NTSA members! Available through November 7, 2014 Speakers: Ellie Lowder, TGPC, Consultant & Kent D. Schutte, CFP, TGPC, CLU, ChFC, LUTCF, President/CEO of EFS Advisors A growing number of employers are interested in making the Roth option available to their...
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LISTEN NOW! This webcast is free for NTSA members! Available through October 10, 2014 Speakers: Craig P. Hoffman, Esq., APM, ASPPA & Ronald J. Triche, Esq., APM, ASPPA As an influential leader in retirement policy, Craig Hoffman has a front row seat to all that is happening on Capitol Hill....
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LISTEN NOW! The webcast is free for NTSA members! Speakers: Daniel Gardner, Internal Revenue Service, Examinations and Ellie Lowder, TGPC, Consultant Primary focus will be on the meaning of, and how to provide effective opportunity for employees to participate in 403(b) plans. Additionally, Dan...
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This article originally appeared in the Fall 2013 issue of 403(b) Advisor Magazine. To view a PDF version of this article, please click HERE. Gathering in the energy-filled Chicago Loop in June, 403(b) professionals from around the country networked, learned about timely industry initiatives and...
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This article originally appeared in the Fall 2013 issue of 403(b) Advisor Magazine. To view a PDF version of this article, please click HERE. Gathering in the energy-filled Chicago Loop in June, 403(b) professionals from around the country networked, learned about timely industry initiatives and...
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This article originally appeared in the Fall 2013 issue of 403(b) Advisor Magazine. To view a PDF version of this article, please click HERE. Gathering in the energy-filled Chicago Loop in June, 403(b) professionals from around the country networked, learned about timely industry initiatives and...
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LISTEN NOW! The webcast is free for NTSA members! Available through May 23, 2014 Speakers: Daniel Gardner, Internal Revenue Service, Examinations and Ellie Lowder, TGPC, Consultant Primary focus will be on the meaning of, and how to provide effective opportunity for employees to participate in...
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LISTEN NOW! The webcast is free for NTSA members! Speakers: Daniel Gardner, Internal Revenue Service, Examinations and Ellie Lowder, TGPC, Consultant Primary focus will be on the meaning of, and how to provide effective opportunity for employees to participate in 403(b) plans. Additionally, Dan...
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The NTSA Summit is the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials. In 2013, NTSA combined the world class 403(b) Advisor Summit and...
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What is NTSA from A.R.A on Vimeo.
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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...