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Tech Talk addresses how 403(b) plan assets can be invested.
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Amid ever-increasing fee pressure and evolving expectations from plan sponsors, a new report warns that retirement plan providers must be prepared to consider economies of scale and to prioritize technology initiatives in order to maintain profitability.
According to findings from “The Cerulli...
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NTSA is honored to announce the recipients of the inaugural Ford Volunteer Service Award.
The Award was established in 2019, NTSA’s 30th anniversary year, in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated volunteer with and for the NTSA ever since its...
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The California Secure Choice Retirement Savings Board has released a report on the first six months of the Golden State’s retirement savings program for those whose employers do not offer a retirement plan.
Under the program, California employers with five or more employees that don’t offer a...
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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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The Department of Labor’s Employee Benefits Security Administration (EBSA) protects the assets of employee benefit plans, including retirement plans, under Title I of ERISA. EBSA has two voluntary self-correction programs for plan administrators who need help in meeting ERISA requirements:
1. The...
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Under ERISA, a participant’s right to his account balance must be nonforfeitable (“fully vested”) upon attaining normal retirement age. In most retirement plans, “normal retirement age” is defined in the plan. However, that term has little meaning in 403(b) plans since benefits are not distributed...
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In Part III of the 8th Series of the NTSA WOWcasts, Past NTSA Past President Randy Aranowitz interviews Frank Owen, President of F.R. Owen & Associates, who served as NTSA President in 2008 and 2009 and was a 2014 Elite Advisor. They discuss what the NTSA means to Owen.
In Part I, Owen...
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The National Tax-Deferred Savings Association (NTSA) has named the 2020 recipient of its Bob D. Schiller Award. The 2020 award is presented posthumously to Richard Ford for his lifetime achievements and meritorious service.
The NTSA Bob D. Schiller Award recognizes individuals who have given...
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The IRS has updated the procedures for determination letter requests. The new procedures are outlined in Revenue Procedure (Rev. Proc.) 2020-04.
Rev. Proc. 2020-04 is a general update of Rev. Proc. 2019-04, which sets forth:
general information about the types of advice provided by the IRS...
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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...