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Picking up where they left off in the last Congress, the bipartisan duo of Sens. Rob Portman (R-OH) and Ben Cardin (D-MD) reintroduced their comprehensive “Retirement Security and Savings Act” on May 13.  The 132-page bill includes more than 50 provisions designed to strengthen Americans’... READ MORE
  The 2019 Advisory Council on Employee Welfare and Pension Benefit Plans, a body that provides support and advice to the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA), has said that it will be reviewing transfers of uncashed checks from ERISA plans to state... READ MORE
Members of the Senate Finance Committee expressed hope May 14 that Congress would move quickly to approve the long-pending Retirement Enhancement and Savings Act (RESA) before moving to the next round of broader retirement savings reforms.  “I’m hoping that the House will send its version of RESA... READ MORE
New proposed legislation could help close the retirement savings coverage gap — and you can help make it a reality. Small business owners face real challenges — costs, administrative burdens, and increased liability for mistakes — in the decision to provide retirement benefits for their workers.... READ MORE
A measure that would create a board to study appropriate approaches to increase retirement savings by private-sector workers in Colorado reached the desk of Gov. Jared Polis (D) on May 13 and awaits his signature.Senate Bill 19-173 calls for the creation of a Colorado Secure Savings Plan Board that... READ MORE
A key member of Congress has reintroduced legislation that would permit 401(k), 403(b), SIMPLE and governmental 457(b) retirement plans to make matching contributions to workers as if their student loan payments were salary reduction contributions. Sen. Ron Wyden (D-OR), Ranking Member of the... READ MORE
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here. Each product provider that offers a... READ MORE
Fiduciary duty, who is responsible for fulfilling it, and the rules that will — or won’t — guide and regulate it have been generating great attention for years. And for good reason. In “A Cascading Behavioral Roadmap for Fulfilling Fiduciary Duties” a recent blog entry by Neal Shikes, Managing... READ MORE
The number of women in the retirement plan industry is growing. Though still a male-dominated field, women are bringing their talents, skills and unique abilities to the table, and helping businesses thrive.   Help support female advisors and TPAs get to “WiRC” this summer at the 2019 Women in... READ MORE
In MarketBeat, Linda Segal Blinn discusses the mechanics of Internal Revenue Code Section 415(c); she writes that determining the 415(c) annual additions limit requires additional information if an individual contributes to more than one 403(b) product or participates in more than one defined... READ MORE

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