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There is no doubt that a successful retirement outcome requires a plan, discipline and the knowledge to make good choices that address each individual’s long-term retirement goals. And, there is a growing amount of measurable data that supports having the guidance of a financial advisor to help...
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A new study finds that a significant percentage of plan sponsors have embraced the use of automatic plan design features, but adoption may have “plateaued” to some degree.
First fielded in 2010, the fifth edition of the Defined Contribution Institutional Investment Association’s (DCIIA) plan...
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The NTSA is offering 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 U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) has issued “deadline relief and other guidance” related to the impact of the Coronavirus outbreak—including expanded “good faith” application of electronic delivery.
EBSA Disaster Relief Notice 2020-01 extends the time...
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Tech Talk addresses whether a pre-approved 403(b) plan can have an optional retirement plan (ORP) provision, and if so, if it would fall under the mandatory contributions.
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A senior Republican member in the House has introduced legislation to help those whose retirement savings have been harmed by the economic impact of the COVID-19 pandemic.
Rep. Patrick McHenry (NC), who serves as the ranking Republican on the House Financial Services Committee, introduced the...
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Updated July 7, 2020
NTSA provides extensive coverage concerning a host of aspects of the pandemic and its consequences for plan sponsors, administrators, service providers and participants. This includes how developments resulting from it have affected plans and participants, and how they can...
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In MarketBeat, Nevin Adams notes that it’s too soon to know what the impact of today’s events will be and how long our lives and life will be impacted, but that it’s worth noting that our private retirement system is not just how America saves—it’s going to make a difference in how America lives.
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Despite the maelstrom that quickly beset the economy in the end of the first quarter of 2020, there was remarkable stability concerning retirement savings accounts, according to a new report.
The good news comes in Fidelity’s quarterly analysis of retirement savings trends, account balances,...
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Considering the recent market volatility and related economic fallout, new research by EBRI finds that the impact still appears to be recoverable.
In an April 21 Issue Brief, “Impact of the COVID-19 Pandemic on Retirement Income Adequacy: Evidence from EBRI’s Retirement Security Projection Model...
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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...