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If one of your 403(b) participants applies for a loan from her account, but the account was written when the company held a payroll slot with a non-ERISA employer, what do you do? And does it matter if you received contributions to the account after Jan. 1, 2005, but it was deselected by Jan. 1,...
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TSA Consulting Group, Inc. announced April 29 that it has acquired the 403(b) Solutions Program from Security Financial Resources, Inc. The deal greatly expands the reach of TSA, a Fort Walton Beach, Fla.-based independent provider of retirement plan compliance and administration services whose...
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Qualified retirement plans offer employees significant tax savings and have become a mainstay of most group benefits. But to maintain their qualified status, they must comply with a set of comprehensive rules and regulations. Failure to comply can result in the immediate taxation of all...
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A recent report by the U.S. Government Accountability Office found that while 81,000 new employer-sponsored retirement plans were formed during the 3-year period between 2009 and 2011, the overall trend was negative due to plan terminations — even with increased tax incentives. In addition, new...
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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...
READ MORE
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...