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State pension plans face continuing and growing challenges in fulfilling the promises they have made to their employees — to the tune of a collective $915 billion. The Pew Charitable Trust has issued a new report that serves as a wake-up call to state governments, but it does contain a kernel of...
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The Office of State and Local Finance, Treasury Department’s newest, is charged with coordinating oversight of state and local financial bond markets, but that’s not all — it also will monitor public pension fund liabilities, Pensions & Investments reports. According to P&I, a Treasury...
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Available through May 15, 2015 This webcast is complimentary for NTSA members. The recorded webcast will be made available 72 hours after the live presentation. Speakers: Richard Ford, Chief Marketing Officer, PlanMember Services Jon Hall, Web Marketing & Development...
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According to research by ING, plan participants who use TDFs are more confident about meeting their retirement goals. They also defer more and are less stressed. In an online survey of more than 1,000 plans conducted last September by ING (which will be known as Voya starting in May), 54 percent of...
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Welcome to the first issue of 403(b) Advisor — the new weekly e-newsletter of the National Tax-deferred Savings Association! As an NTSA member, you’ll receive the 403(b) Advisor each Tuesday. If this sounds familiar, it should. As the next step in creating an all-new information outreach program...
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Welcome to the first issue of 403(b) Advisor — the new weekly e-newsletter of the National Tax-deferred Savings Association! As an NTSA member, you’ll receive the 403(b) Advisor each Tuesday. If this sounds familiar, it should. As the next step in creating an all-new information outreach program...
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Have you ever encountered a Code Section 501(c)(18) pension trust? Did you wonder what it is? And what about the assets in such a trust — can they be rolled over? Turns out these are pre-403(b) plans in which an employee could set aside money for retirement before it is taxed. In Tech Talk, Ellie...
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It’s now easier for plan sponsors and employers to participate in the 403(b) pre-approved plan program. April 14 was the effective date of IRS Revenue Procedure (Rev. Proc.) 2014-28. The new guidance modifies guidance the IRS issued last year, Rev. Proc. 2013-22, to make it easier for a person to...
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New guidance from the IRS may make the plan-to-plan rollover process a little smoother. Revenue Ruling 2014-9, issued on April 3, is intended to make it easier for plan participants to consolidate their retirement savings accounts by making it easier for them to move assets from one employer plan...
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The IRS, in Notice 2014-19 and related FAQs, says clearly that retirement plans — including 403(b) plans — have to recognize same-gender spouses and spells out how. The notice and FAQs, which the IRS issued April 4, are a follow-up on Revenue Ruling (Rev. Rul.) 2013-17, which provided general...
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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...