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Research conducted by the NTSA in partnership with the Plan Sponsor Council of America (PSCA) that examined the participation and savings rates of public education employees in more than 4,400 school districts across the country revealed that the number one factor driving participation and savings...
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Approximately 20 of these suits have been filed since 2016—this would be the seventh settlement.
This time the defendants is Princeton University, and the original suit was filed nearly three years ago by plaintiff Elysee Nicolas individually and as representative of a class of participants and...
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The pandemic has had a wide range of effects on employee benefits and those who provide and administer plans. A recent blog entry discusses the effects regarding nongovernmental 457(b) plans.
In “Answering Questions About COVID-19 and your Nongovernmental 457(b) Plans,” Fulcrum Partners LLC...
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In MarketBeat, John Iekel discusses a recent study that examines individuals’ choices concerning saving for retirement and assesses non-retirees’ subjective expectations.
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Tech Talk addresses whether one should request references and check licenses of an auditor before engaging them to audit a plan.
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The IRS has published some good news for Form 5500 filers—well, some Form 5500 filers. And that includes some 403(b) plans.
Under Notice 2020-23, released April 9, the extensions[i] generally now apply to all taxpayers that have a filing or payment deadline falling on or after April 1, 2020, and...
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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...
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Effective on Jan. 1, 2008, IRC §408A(e) permitted the rollover of eligible distributions from 401(a), 401(k), 403(b) and governmental 457(b) plans directly to a Roth IRA. These are referred to by the IRS as QRCs, and by some in the industry “direct conversions.” Therefore, after that date there is...
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Under the Department of Labor’s 2012 final rule to improve transparency of fees and expenses to plan participants, investment-related information must be furnished to participants or beneficiaries on or before the date they can first direct their investments, and then again annually thereafter. ...
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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...
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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...