Advertisement
News
Tech Talk addresses whether an employee's contract or account to which an employee’s loan repayments are being made need to be included in a plan's annual report.
READ MORE
Millennials grasp the importance of saving for retirement, but that doesn’t necessarily translate to action which applies that understanding, says a recent white paper.
In “Millennials & Retirement 2020,” the Insured Retirement Institute (IRI) lauds Millennials’ appreciation for the need to...
READ MORE
In Part I 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 B. Schiller Meritorious Service Award. Snyder provides an overview of her practice and...
READ MORE
AXA Equitable Life on Jan. 14 announced that it will now operate as Equitable, an independent, U.S.-based company. The financial services company has 2.8 million clients in the United States and is a leading 403(b) provider.
Founded in 1859 as The Equitable Life Assurance Society of the United...
READ MORE
It’s been almost five years since the American Retirement Association “launched,” along with new logos for each of our member associations. This week we unveil an updated and refreshed look for those brands.
In 2018, we undertook a review of the American Retirement Association brand, along with...
READ MORE
ERISA imposes a number of responsibilities on the plan administrator relating to the handling of domestic relations orders.
As a plan fiduciary, the administrator is required to discharge these responsibilities prudently and solely in the interest of the plan’s participants and beneficiaries....
READ MORE
Prior to the technical correction measures in the Job Creation and Worker Assistance Act of 2002, it was necessary to count “non-vested” amounts as contributions in the year vested for purposes of the IRC §415(c) limit. Now, the non-vested contributions will be counted as contributions in the year...
READ MORE
One of the hallmarks of NTSA members is that they really care about their clients, as well as their plan participants and their beneficiaries. But they don’t stop there. NTSA members also serve their community. NTSA members give back! And we are giving members an opportunity to let us know what...
READ MORE
In MarketBeat, Ted Godbout discusses a white paper that explores the possibility that while auto-enrollment helps increase plan participation, it also may lead to lower savings rates.
READ MORE
The biggest 403(b) university settlement to date has been approved – but with a cut to the proposed fees for the plaintiffs’ attorneys.
The suit – brought by five employees of Massachusetts Institute of Technology (MIT) and participants in the MIT Supplemental 401(k) Plan – was filed back in...
READ MORE
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...