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Until recently, the federal law governing most private retirement was seldom a subject of national headlines—let alone the subject of an Instagram reel by the Speaker of the House.    But Speaker Kevin McCarthy and others have proclaimed that it now allows investment managers for many workplace... READ MORE
One plus one is two, right? Not so, says Phil Kim, Founding Member and Managing Director of Signature Wealth Concepts, making the case for collaboration in the 403(b) marketplace.  “One plus one is greater than two,” said Kim in the June 21 NTSA Webcast, “The Case for Collaboration in the 403b... READ MORE
The IRS’ 2007 403(b) regulations fundamentally altered the 403(b) marketplace. The imposition of those regulations of greater responsibility on 403(b) plan sponsors for maintaining the continued tax favored status of their plans triggered—among other things—efforts by a number of employers,... READ MORE
As human beings, writes Nevin E. Adams JD in MarketBeat, we’re drawn to perspectives, surveys, and studies that validate our sense of the world—which tends to make us discount opposing findings. He offers ideas for evaluating those findings. READ MORE
Tech Talk provides a checklist that the IRS has prepared to help keep a 403(b) plan in compliance with many important rules. READ MORE
The allegations in a new excessive fee suit are familiar—but the plaintiff has clearly been attentive to pleading failures that have led to other, similar cases being dismissed. Commenting that “the proliferation of 401(k)plans has exposed workers to big drops in the stock market and high fees... READ MORE
The American Retirement Association joined over 100 organizations—including major corporations, law firms, and advocacy organizations—in sending a letter June 29 to the House Ways & Means Committee seeking a two-year delay of the Roth catch-up requirement in SECURE 2.0 that requires anyone who... READ MORE
As most of the state legislative sessions have adjourned, the amount of bills the NTSA reviews daily has decreased. This has given us an opportunity to reenergize projects that were put on the back burner during the intense legislative calendar.  But First: Illinois Success! We have wonderful... READ MORE
One of the first excessive fee suits filed against university 403(b) plans has (finally) come to a conclusion with a jury verdict in favor of the fiduciary defendants—with an odd twist (or two). The suit against Yale University was one of the first to be filed in this area—and by Schlichter Bogard... READ MORE
What topics do you want to learn about at the NTSA Summit?   Don’t miss your chance to help us shape the agenda for the 2024 NTSA Summit—Feb. 25-27 in San Diego! What industry developments, trends, opportunities, and challenges do you want to learn about or share? Use our interactive online voting... READ MORE