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Saving in a health savings account (HSA) for health care expenses in retirement is one of the most powerful steps employees can take for retirement planning, but most are missing out on this opportunity, according to a new survey and white paper.
To better understand how employees are...
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In MarketBeat, Shelby George, Kelley Long and Karin Rettger argue that health savings accounts have value beyond just paying for current healthcare expenses tax-free and that another way to view HSAs is as a retirement plan benefit.
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Tech Talk addresses what an excess contribution is.
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The NTSA offers an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership....
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The House of Representatives on July 1 approved Senate-passed legislation to extend the deadline for small businesses affected by COVID-19 to apply for loans under the Paycheck Protection Program.
Both the House and Senate approved the legislation by unanimous consent. The legislation is now...
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The COVID-19 market volatility and complex new rules have created a need for increased advice from retirement plan providers, but a new study suggests that few are successfully addressing this growing need.
What’s more, with record job losses since the onset of COVID-19, much of the money...
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The IRS has updated the 2018 instructions for Form 8606—Nondeductible IRAs.
The IRS updated the Form 8606 to reflect tax relief for qualified 2018 disaster distributions.
The IRS notes that recent legislation provides special rules that may apply to a 2018 return if one received a distribution...
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The Department of Labor cautions that “fiduciaries who no longer want to serve in that role cannot simply walk away from their responsibilities, even if the plan has other fiduciaries. They need to follow plan procedures and make sure that another fiduciary is carrying out the responsibilities left...
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Provide mandatory notices at enrollment for universal availability.
All 403(b) public education employers must follow the rules outlined in Internal Revenue Code Section 403(b)(12)(A)(ii) which are applicable to voluntary employee contributions to the 403(b) plan.
Essentially, if any...
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The Labor Department has finally unveiled its much anticipated fiduciary rule, though it’s a mixed bag and has a certain “back to the future” feel, along with some new implications for recordkeepers, Pooled Employer Plans and rollover advice.
Titled “Improving Investment Advice for Workers...
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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...