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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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It’s still early in the year, and a recent blog entry offers some ideas about things that 403(b) plan sponsors should be aware of and consider acting on this year.
In “A New Year’s “To Do” List for 403(b) Plan Sponsors,” Evan Giller writes on Boutwell Fay LLP’s blog, offers some ideas...
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There’s still time to participate in the first NTSA Member Survey of 2020 — but not much! We would like to know about your community service, and you can tell us through Jan. 23.
NTSA members care about their clients, plan participants and beneficiaries. And they also serve their community....
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The Plan Sponsor Council of America recently released its 62nd Annual Survey of Profit-Sharing and 401(k) Plans, documenting a record high rate of savings, alongside an uptick in Roth contributions and other trends. However, sometimes the things that don’t change can be just as telling…
Target-...
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Those who had hoped for some clarity – or perhaps a shift – in the standards involving where, and how, to draw the line between the obligations of corporate officials and ERISA plan fiduciaries – will have to wait a little longer, writes Nevin Adams in MarketBeat.
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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...