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Forty-two states and the District of Columbia allow charter schools. They tend to treat their benefits packages in the same way as a typical for-profit employer and not in the way a traditional K-12 school does. In MarketBeat, Diane D. Capone of Lincoln Investment writes that it is important to...
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The Treasury Department issued a rule July 1 that essentially allows employees to convert part of their IRA or 401(k) balances into a longevity annuity. Under the rule, an IRA or 401(k) can allow participants to use $125,000 or up to 25 percent of their IRA or 401(k) — whichever is less — to buy a...
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Are you passionate about 403(b)s? We are, and if you were among the attendees at the 2014 403(b) Summit in Washington, D.C., you no doubt recall the video that outlined how and why. We’ve posted that video so attendees and those who couldn’t be there can see it. The video also discusses NTSA’...
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An agent with a product provider insists that an employee can take distribution from his 457(b) plan and roll it over into the same employer’s 403(b) plan; he is under 70 ½ and actively employed with that employer. The agent says there is new guidance making this permissible. In Tech Talk, Ellie...
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Controversy persists in the Tar Heel State over the way information is disclosed — or not disclosed — about how state pension funds are invested and the deals behind those investments. Both houses of the state legislatures are considering bills that would affect such disclosures. Senate Bill 878...
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In nearly half of the states, state pension benefits have changed — often in a way that reduces them. This not only hurts retirement accounts and income, it also heightens a sense of urgency in boosting participation in 403(b)s and 457(b)s in order to bolster employees’ savings. One of the ways to...
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Cash and securities holdings of the 100 largest public employee pension systems in the United States — which account for 89.4 percent of domestic public pension financial activity — grew during the first quarter of 2014, according to the U.S. Census Bureau's Quarterly Survey of Public Pensions....
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The 2014 NTSA 403(b) Summit, held this week in Washington, D.C., got rave reviews from attendees, speakers and exhibitors alike. You can get a taste of the six general sessions and 18 workshop sessions at this year's Summit from our onsite coverage of the event: Staying a Step Ahead...
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The federal government, a purveyor of regulations and legislation, has set before the 403(b) community a veritable blue plate special — and one with a long shelf life to boot. NTSA President Susan Diehl of PenServ Services, Inc., outlined what’s on that plate at NTSA’s 403(b) Summit in Washington,...
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That’s the specific — and implied — message of three experts offering their take on how to increase plan participation. TSA Consulting VP Steve Banks, Hendershot Financial Group’s Tom Hendershot and Teresa Ward, Retirement Plans VP at OppenheimerFunds, made their remarks to attendees at a June 23...
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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...