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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. Following is a discussion of... READ MORE
Cyber threats morph and evolve as quickly as the technology and data they compromise. In MarketBeat, John Iekel discusses what speakers at SPARK’s national conference in Falls Church, VA suggested regarding ways to protect against them. READ MORE
In Tech Talk, Susan Diehl tells us whether a 501(c)3 ministry that is setting up a new 403(b) plan and wants to give an annual discretionary contribution to the director of the center would be required to also contribute to all employees.   READ MORE
CalSavers, the state-run retirement plan for private-sector employees in the Golden State whose employers do not offer a retirement plan, was formally launched on July 1. State Treasurer Fiona Ma and former Sen. Kevin de León (D) launched CalSavers at a ceremony at the State Treasurer’s Office. De... READ MORE
Making it possible for participants to take a loan from their retirement accounts is a common plan feature. But it also is not unusual for mistakes to be made concerning those loans. A recent article, as well as the IRS, offer some suggestions regarding how to identify and fix them, as well as... READ MORE
While most employers have adopted 403(b) plan documents, many have not shared those documents with the product providers, the financial representatives servicing the plan participants, the plan participants and in some cases, the plan administrator. Marketplace Issues This creates problems... 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. Following is a discussion of tax-free... READ MORE
Tech Talk discusses what universal availability is and what it requires. READ MORE
In MarketBeat, David Blask offers a discussion of how to handle distributions upon attaining age 59½; severance of employment; and due to death and disability. READ MORE
July 1 is the registration deadline for the next wave of employers for the Illinois Secure Choice Savings Program, a retirement savings vehicle for private sector employees in Illinois who do not have access to an employer-sponsored plan. Employers with 100-499 employees must register with the... READ MORE

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