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Simplified investment platforms are becoming more common for 403(b) plans, and target date funds are among the most widespread investment options, according to the Plan Sponsor Council of America’s sixth annual 403(b) plan survey. The Principal Financial Group sponsored the study. Aaron Friedman...
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Have you ever been elbow-to-elbow with the energy and free-flowing successful solutions of the very best in our industry? For the first time ever, yes, you can be! NTSA brings you the inaugural NTSA Elite Advisors Awards on Sunday, June 22, 2014 at 2:15 p.m., right after the lively “State of the...
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State pensions have been in the news a lot lately, and not always in a good way. The ways in which states meet the challenges of providing pensions for their employees are as numerous and varied as the states themselves. In the latest MarketBeat, Michael A. Webb takes a state-by-state look at what...
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If a teacher remains employed within the state, but by a different school district, could the teacher be considered to be still employed by the same employer? Ellie Lowder has the answer in this week’s Tech Talk.
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More often than not, employees who obtain investment advice do not follow it. And that’s among those who bother to seek it in the first place. The Employee Benefit Research Institute’s 2014 Retirement Confidence Survey suggests that advisors have some work to do in boosting plan participants’...
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While assets in IRAs are larger than those in DC plans, the vast majority of their growth comes from rollovers, according to research from EBRI. The EBRI database covers $2.09 trillion of the ICI-estimated $5.6 trillion in IRAs as of the end of 2012 and includes 25.3 million accounts for 19.9...
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In order to help your plan participants maximize their savings, you have to know how to best read and navigate the financial markets. The NTSA 403(b) Summit, to be held June 22 - 24 in Washington, D.C., will provide a unique opportunity to benefit from the insights of Peter Ricchiuti, a professor...
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If a worker receives Social Security benefits before normal retirement age and earned more than $15,120 in 2013 through part-time employment, can he contribute the balance above that figure to his 403(b) so as to avoid the loss of Social Security benefits? Ellie Lowder has the answer in this week’s...
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Have you made a mistake in administering your 403(b) plan? Does this mistake put you at risk of IRS action? If so, you are not alone — not only in the sense that others have made mistakes, but also because the IRS has updated its 403(b) Plan Fix-It Guide, a resource that tells plan sponsors how to...
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Editor's Note: The corresponding MarketBeat article has been removed. The IRS took the industry by surprise with the definition of severance of employment (specifically for public school districts) contained in the Listing of Required Modifications (LRMs) posted in March 2013 to provide guidance on...
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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...