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In Part I of the 12th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2017 Elite Advisor Michael Cayen, a registered representative with M3 Investment Services and a registered retirement counselor. They discuss Cayen’s background and he provides an overview of his... READ MORE
Nominations are now being accepted for American Retirement Association’s 2021 Board of Directors.   Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered. Submit a nomination today! To... READ MORE
A common question regarding the CARES Act distribution, loan and required minimum distribution (RMD) waiver provisions[1] is whether these provisions are optional or mandatory. In most cases, they are optional—but in the retirement world there are very few questions where a short answer will... READ MORE
Last week the question arose as to whether retirement plan contributions for small businesses were covered under the CARES Act’s Paycheck Protection Program—now we have a definitive answer.   As was noted last week, Section 1102 of the Coronavirus Aid, Relief, and Economic Security (CARES) Act of... READ MORE
An ERISA preemption challenge to the CalSavers Retirement Savings Program is gearing up for another go at it.   The Howard Jarvis Taxpayers Association has filed a notice in Howard Jarvis Taxpayers Ass’n. v. Calif. Secure Choice Ret. Sav. Program, E.D. Cal., No. 2:18-cv-01584, notice of appeal 4... READ MORE
Questions regarding the administration of the CARES Act have been pouring in—and we’ve got answers! As part of a series of recent webcasts, we have received a large number of questions from our members regarding key operational and administrative aspects of the Coronavirus Aid, Relief and Economic... READ MORE
In MarketBeat, Robert Richter writes that determining a participant’s employment status, more specifically whether there has been a severance of employment, must be made in order to apply a wide variety of rules that apply with qualified plans, Code Section 403(b) arrangements and 457(b) plans.   READ MORE
Tech Talk discusses engagement letters that auditors prepare before they conduct their review of a plan. READ MORE
The spread of COVID-19, and the measures to keep it under control, have caused dramatic changes in the financial environment underpinning retirement plans. A March 19 Plan Sponsor Council of America webinar discussed what it means for plans and participants. In “COVID-19 Market Impact Analysis:... READ MORE
Not only is a worker entitled to Social Security, his or her dependents also are eligible for auxiliary benefits when the worker retires, becomes disabled or dies. Some people may be entitled to both; a recently updated Congressional Research Service (CRS) report discusses such situations.   In “... READ MORE

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