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If your workforce includes recent college graduates, it’s likely that some of them have debt associated with their college years. Student debt may play a large part in the finances of these young (and even not-so-young) employees; that’s why a complete picture of employee financial wellness should... READ MORE
A self-employed minister who receives Forms 1099 is considered to be their own 501(c)(3) employer and could have contributions made into only a 403(b)(9) account. In Tech Talk, Susan Diehl tells us whether there is any benefit for him if he opens such an account. 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. The amount that an employer can... READ MORE
The times they are a-changin’. At an exciting — and, perhaps in some ways terrifying — pace. But in order to compete, one must embrace and employ the dazzling attributes and developments of our dizzying age. Joey Coleman, Chief Experience Composer of the Design Symphony recently shared his insights... READ MORE
Increasing concern about transforming accumulated savings into a secure retirement is driving interest in income-generating vehicles via workplace retirement plans, according to new survey results. BlackRock’s DC Pulse Survey of more than 1,000 defined contribution plan participants — including... READ MORE
Having a retirement plan and a commitment to facilitating employees’ saving for their retirement is important. In MarketBeat, John Iekel discusses a recent blog entry that argues that the good that accomplishes can be blunted if the employer and the plan administrators don’t communicate about the... READ MORE
Our business as retirement planning professionals has a certain ebb and flow to it. Calm turns to chaos and back to calm again. We experience the euphoria of new highs and a strong economy, and then a storm that brings us economic darkness and negativity. There is a cyclicality to what we do and... 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. This is Part II of a two-part series... READ MORE
A top fear in retirement is out-of-control healthcare costs, but a new survey finds few business owners fully understand the benefits and operations of health savings accounts (HSAs). More than half of business owners (55%) consider healthcare costs to be the biggest expense for those in... READ MORE
A bipartisan task force in Pennsylvania is recommending the establishment of a state-run auto-IRA program to help workers who don’t have access to a private-sector retirement plan.  The task force, which was established in September 2017 by State Treasurer Joe Torsella, released a report March 27 ... READ MORE

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