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Under questioning at a May 1 hearing on Capitol Hill, Secretary of Labor Alexander Acosta appeared to confirm that the Department of Labor will issue a new fiduciary rule.  Acosta appeared before the House Education and Labor Committee for a hearing to examine the policies and priorities of the... READ MORE
In MarketBeat, John Iekel looks at the Congressional Research Service's updated report on the Social Security retirement age, which discusses trends concerning and affecting that threshold and how that age may relate to addressing the challenges facing the Social Security system. READ MORE
With the recent release of the Social Security Trustees’ 2019 report, there appears to be a renewed focus on Social Security and “stabilizing” the nation’s retirement plan.  Before efforts are made to stabilize Social Security, a hard question must be addressed. As currently designed, is the... READ MORE
Charter schools were introduced as a concept in the 1970s. They expanded with the success of a charter school program in Philadelphia in the 1980s, and now are in nearly 90% of the states. And they affect more than students and teachers — they also have implications for the retirement savings of... READ MORE
A county sponsors a 457(b) governmental plan and is asking questions concerning eligibility of those in elected positions to participate. In Tech Talk, Sue Diehl tells us whether there is any guidance concerning whether they can participate and receive any future discretionary matching dollars. READ MORE
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here. Too often, the “cost of a loan” is... READ MORE
The Treasury Department and the IRS welcome comments about what should be included in their 2019-2020 Priority Guidance Plan. The plan will identify guidance projects that the Treasury and the IRS intend to work on during the 12-month period from July 2019 to July 2020. They made the announcement... READ MORE
After extensive litigation, lengthy discovery, and protracted arm’s-length negotiations with the assistance of a national mediator, the parties in an excessive fee suit have announced the terms of their settlement agreement – and once again, it's about more than lost money. Specifically,... READ MORE
If you’re like me, when I hear the word “networking,” I get a little nervous. It brings up visions of women frantically sticking their business cards in my face and giving me their elevator pitches at some organized luncheon. I prefer the terms, “connecting and collaborating”, because that is what... READ MORE
In a major victory for the advocacy efforts of the American Retirement Association, the IRS has expanded its Employee Plans Compliance Resolution System (EPRCS) self-correction program (SCP). The American Retirement Association (ARA) on April 4, 2018 had submitted a comment letter to the IRS to... READ MORE

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