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The government has provided more time for borrowers to assess whether their loan under the Paycheck Protection Program (PPP) was necessary and whether they need to return it.
In a May 6 update to their Frequently Asked Questions (FAQs), the Small Business Administration and Treasury Department...
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Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In Part I of a special, two-part NTSA WOWcast series—Cyber Selling and Servicing—NTSA Past President Randy Aranowitz discusses with a panel of...
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Just when you thought the rules around COVID-19 distributions couldn’t get any more complicated…
For many households, “COVID-19 distributions” from qualified plans and IRAs may be a welcome backstop against financial challenges of the Coronavirus pandemic. The general rule is that a COVID-19...
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A controversial call by the IRS on deductibility of expenses under the Paycheck Protection Program is drawing fire from both parties and both houses of Congress.
No less than the chairmen of the congressional tax-writing committees have expressed concern with the IRS’ interpretation denying...
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ERISA does not require fiduciary liability insurance, as it does fidelity bonds. Nonetheless, it is important to pay careful attention to fiduciary liability coverage.
Ordinarily, those covered by fiduciary liability insurance are:
the plan;
the plan sponsor;
executives;
board members...
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Another excessive fee suit has been filed against a billion dollar university 403(b) plan, though it treads familiar ground(s).
The latest (Santiago v. Univ. of Miami, S.D. Fla., No. 1:20-cv-21784, complaint filed 4/29/20) was brought by plaintiffs Augustino Santiago, Lilly Leyva, Guillermo...
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A general retirement plan market study, the 2018 the Planning & Progress Study commissioned by Northwest Mutual, surveyed 649 investors who had an advisor, and 1,271 without an advisor.
The focus of the study was more about investors’ feelings regarding their retirement planning, and how...
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Among the things that have changed during and because of the pandemic is how employers and retirement plan participants are behaving, a recent report indicates.
In “How Saver and Employer Behaviors Are Evolving in Response to COVID-19,” Ascensus provides an analysis of how employers and employees...
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Communicating with retirement plan participants is always important; and aside from law and regulation requiring it, such communications can serve participants well and help make a retirement plan more effective and meaningful. But doing so during a pandemic poses challenges and can require...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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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...