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The American Retirement Association (ARA) on March 30 requested relief from the Department of Labor’s Employee Benefits Security Administration (EBSA) on certain ERISA notice and disclosure requirements. The ARA made the request in a March 30 letter to the Honorable Preston Rutledge, DOL Assistant...
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Amidst the ongoing COVID-19 crisis, the American Retirement Association has been working diligently to push for commonsense solutions that provide Americans with the funds necessary to provide for themselves and their families while at the same time protect the private employer-sponsored retirement...
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A federal appellate court has ruled in favor of the fiduciaries of a university 403(b) plan excessive fee lawsuit.
This was the second of the 403(b) university excessive fee suits to go to trial—and the second in which the university defendants prevailed, back in May 2018.
The original suit,...
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NTSA needs YOU and your ideas! Join in this 2nd NTSA 2020 Member Survey, “NTSA Values & Benefits We Need.”
This quick and easy survey should take less than five minutes to complete. We are most grateful for your input.
Results will be reported in April.
The survey can be found here.
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Tech Talk addresses whether there are any restrictions on transferring assets from an employer’s non-ERISA 403b plan to its newly established 403(b) plan.
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The IRS has extended the remedial amendment period for 403(b) plans and pre-approved defined benefit plans. The IRS made the announcement on March 27.
The American Retirement Association (ARA) in a March 16 letter to Cathy Jones, Director of the IRS Office of Employee Plans, commented on the 403(b...
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President Trump on March 27 signed into law the sweeping $2.2 trillion stimulus bill that includes retirement relief provisions supported by the American Retirement Association.
It wasn’t easy—or at least not as easy as it might have been—but the signing of the Coronavirus, Aid, Relief and...
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In MarketBeat, John Iekel writes about a recent Plan Sponsor Council of America (PSCA) webcast that outlined what the challenges surrounding missing participants mean for plans and what plan sponsors and administrators can do to meet them.
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President Trump on March 27 signed into law the sweeping $2 trillion stimulus bill that includes retirement relief provisions supported by the American Retirement Association.
It wasn’t easy – or at least not as easy as it might have been – but the House of Representatives on March 27 approved the...
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Editor's Note: The House has passed the Coronavirus, Aid, Relief and Economic Security (CARES) Act (H.R. 748 as amended). Read more about that here.
The sweeping $2 trillion stimulus bill that includes retirement relief provisions supported by the American Retirement Association may move one...
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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...