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Addressing the NTSA Summit in Denver on Jan. 26, American Retirement Association CEO Brian Graff outlined provisions of the new SECURE Act that will affect the 403(b) marketplace along with the rest of the retirement industry.
Graff stressed the challenges posed by the current climate in...
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James Kelleher assumed office as the 2020 NTSA President at a Jan. 26 session of the NTSA Summit in Denver. Kelleher is the Chief Operating Officer at Carruth Compliance Consulting.
“If we reach out to more people,” the effect can be exponential and “we can change the narrative” concerning 403(b)s...
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Speaking at a Jan. 26 session of the NTSA Summit in Denver, NTSA Executive Director Brent Neese outlined recent developments that have affected NTSA members and will figure prominently in 2020.
Neese said that in his 25 years in the tax-exempt marketplace, there has been more change in the last...
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Kris Coffey, who served as 2019 NTSA President, outlined NTSA activities over the last year in a Jan. 26 session of the NTSA Summit in Denver, CO.
Coffey said that in 2019, the NTSA pursued a tactical plan based on that set by Tamara Indianer during her presidency in 2018, which set as the goal...
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Today is the last chance to participate in first NTSA Member Survey of 2020! We would like to know about your community service, but today is the last day you can tell us.
NTSA members care about their clients, plan participants and beneficiaries. And they also serve their community. This is...
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The NTSA Advisor will be coming to you from the Mile High City next week, providing coverage of the NTSA Summit in Denver, CO Jan. 26-28. Instead of the usual newsletter on Tuesday and Thursday, we’ll be providing special Summit editions of the Advisor on Monday, Tuesday and Wednesday.
The NTSA...
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In Part II of the 9th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Jill Snyder; who has served on the NTSA Board of Directors and was a 2014 Elite Advisor and 2010 recipient of the Bob D. Schiller Meritorious Service Award. Snyder discusses her clients and her...
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Under the restrictions of the Code, 403(b) plans must be funded through insurance annuity contracts or mutual fund custodial accounts. However, ERISA also imposes standards on when contributions must be made to such accounts under the plan. The requirements of ERISA address when plan assets must be...
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The QDRO procedures must:
be in writing;
be reasonable;
provide that each person specified in a domestic relations order received by the plan as entitled to payment of benefits under the plan will be notified (at the address specified in the domestic relations order) of the plan’s procedures...
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American investors apparently are feeling more confident about their finances than they have in a long time, but concerns about risks to their retirement are lingering, according to a new study from Allianz.
Data from the firm’s Quarterly Market Perceptions Study shows that Americans’ worries...
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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...