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President Trump on June 5 signed into law a measure that provides additional flexibility for small businesses under the Paycheck Protection Program. The U.S. Senate had approved the bill by voice vote on June 3, and the U.S. House of Representatives passed it on May 28 by a 417-1 vote.
The...
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The Department of Labor’s 2012 final rule to improve transparency of fees and expenses spells out what information is to be provided to participants after they choose an investment option.
After a participant has invested in a particular investment option, he or she must be provided any materials...
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The Internal Revenue Service has provided temporary administrative relief to help certain retirement plan participants or beneficiaries who need to make participant elections by allowing flexibility for remote signatures.
Specifically, Notice 2020-42 provides participants, beneficiaries and...
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Colorado is poised to join the states with a state-sponsored retirement savings plan for private sector workers—including a mandate for employers (with more than five employees) that do not currently offer a retirement plan. The state Senate is considering a bill that would create an IRA-based...
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If you were wondering what the Labor Department was planning to do about its reported revision of the fiduciary rule, wonder no more; a proposal has just been submitted to the Office of Management and Budget for review.
The OMB’s Office of Information and Regulatory Affairs, which is part of...
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Attn: NTSA Volunteers
Thanks for your amazing volunteerism that propels NTSA, its missions, its members and their clients forward. Without you we could hardly achieve all the amazing works.
Likewise, we are grateful for your volunteerism in your local communities. We understand that about...
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NTSA is always providing information and insights that will be valuable to its members!
The pandemic has forced many advisors to implement technology quickly into their practice, whether they were ready or not. In addition, it has also validated that technology is a viable method to deliver...
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In MarketBeat, John Iekel discusses a recent blog entry that argues that cyber breaches of retirement plans put more than participants at risk—they also put plan sponsors at risk of fiduciary liability.
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Tech Talk addresses when contract exchanges with a non-payroll slot vendor are permitted.
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Concluding that “courts sometimes make standing law more complicated than it needs to be,” in a 5-4 decision, the nation’s highest court has ruled that plaintiffs in a suit involving a defined benefit plan hadn’t incurred the loss of benefits necessary to establish the right to bring suit.
More...
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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...