Chris DeGrassi
By Chris DeGrassi 10/9/2017
I am writing to share the news that the NTSA family suffered the loss of one of our own in last week’s mass murder in Las Vegas.
Steven R. Berger, 44, was among the 58 people killed at the Route 91 Harvest Music Festival in Las Vegas on Sunday, Oct. 1. Steve was a loving and devoted father,...
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By Chris DeGrassi 2/3/2017
We have just received the official White House release of the memorandum to the Secretary of Labor with regard to the fiduciary rule. The final memorandum, unlike the draft provided by White House Counsel to the press earlier today, omitted the specific directive to delay the applicability date by...
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By Chris DeGrassi 4/6/2016
While the devil is in the details, the Department of Labor’s (DOL) final fiduciary rule includes some improvements in the best interest contract (BIC) exemption from the previous proposal. Variable compensation is, as it was in the original proposal, allowed under a BIC exemption. The BIC is...
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By Chris DeGrassi 2/26/2015
The NTSA is very pleased to announce that our persistent effort to ensure that public school employees receive the same important retirement plan information provided to private sector retirement plan participants, including fees, expenses and compensations, has passed a significant milestone: On...
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By Chris DeGrassi 1/16/2015
Folks involved with the State of the Union address have indicated that President Obama will speak to the “retirement advice loophole” and the proposal to ensure that all Americans receive investment advice that is in their best interest. This is the administration signal that they are moving...
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By Chris DeGrassi 7/8/2014
NTSA is always busy working on your behalf and that of those whom you serve. Following is a look at what’s been going on in selected states, as well as NTSA’s assessment and what action we are taking. Pennsylvania Both the House of Representatives and Senate are in recess until Sept. 15. Before...
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By Chris DeGrassi 4/15/2014
Welcome to the first issue of 403(b) Advisor — the new weekly e-newsletter of the National Tax-deferred Savings Association! As an NTSA member, you’ll receive the 403(b) Advisor each Tuesday. If this sounds familiar, it should. As the next step in creating an all-new information outreach program...
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By Chris DeGrassi 4/15/2014
Welcome to the first issue of 403(b) Advisor — the new weekly e-newsletter of the National Tax-deferred Savings Association! As an NTSA member, you’ll receive the 403(b) Advisor each Tuesday. If this sounds familiar, it should. As the next step in creating an all-new information outreach program...
READ MORE
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