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If you receive a request for a loan from a participant who finished paying off a previous loan from his 403(b) four months ago, can you permit a $50,000 loan from the account since he has no outstanding loans in any plans of the employer? In Tech Talk, Ellie Lowder addresses what can be done in...
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The SEC adopted new rules affecting the $2.6 trillion money market industry late in July. The purpose of the rules is to alert investors about the risk of investments that were thought to be guaranteed, and they impose floating net asset value like other mutual funds rather than a fixed $1 value....
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Available through October 10, 2015 Moderator: Chris DeGrassi, Executive Director of NTSA Speakers: David Blask, Lincoln Investment Jerald Wozniak, CFP, Lincoln Investment Richard Dobson, CFP American Financial Management Bruce Smith, CALPRO Network...
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Friday, October 10, 2014 12 p.m. - 12:50 p.m. ET Moderator: Chris DeGrassi, Executive Director of NTSA Speakers: David Blask, Lincoln Investment Jerald Wozniak, CFP, Lincoln Investment Richard Dobson, CFP American Financial Management Bruce Smith, CALPRO Network...
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Available through September 10, 2015 Speakers: Ellie A. Lowder, TGPC, TSA Consulting and Training and Michael A. Webb, TGPC, AIF, CEBS, Cammack Retirement The webcast outline will be available soon! The pension problems of various states...
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A plan sponsor has many investment options it can make available to plan participants. Should the plan offer funds that are invested in stable value or mid cap growth funds? Emerging markets? Real estate investment funds? Target date funds? But there is something else a plan sponsor can keep in...
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Defined benefit plans’ decline and a proportional rise of future retirees’ need for expert help in establishing and managing retirement accounts spelled growth for the financial services industry. But the market may be saturated — there are many advisors, but the universe of clients is flat or...
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Is the Form 5500 worth filling out and filing in the first place? Not everyone is convinced, reports Benefitspro. But file they must, and the Government Accountability Office (GAO) has come to the rescue, offering suggestions in its recent report, “Private Pensions:Targeted Revisions Could Improve...
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Suppose you have a client who is a pastor and receives total income of $87,000, $42,000 of which has been designated as housing allowance. Can the church contribute $52,000 for him in 2014? In Tech Talk, Ellie Lowder tells us whether it can — and if it can’t, how much it can contribute beyond the...
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Is Washington obsessed with rollovers? ASPPA Executive Director and CEO Brian Graff thinks so. “There’s no one who doesn’t care about this issue. There is an obsession with the rollover issue in DC,” said Graff in the July 22 webinar, “Washington Update: Rollovers, Rollovers, Rollovers — it’s All...
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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...