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John Iekel

The average lifespan now is much longer than it was for previous generations. That’s good news! But that half-full glass has effects beyond the obvious. Among them: posing challenges and complications for retirement accounts and planning, which a recent analysis examines.  In “How Life Expectancy... READ MORE
The Oregon Treasury on Feb. 16 filed a notice of proposed rulemaking, including a statement of need and fiscal impact, for a rule that would amend OregonSaves to allow a presumption of employer exemption.  The proposed amendments would:  Allow OregonSaves officials to use the federal Form 5500 to... READ MORE
The NTSA Certified Retirement Education Specialist (CRES) initiative has been launched, and a complimentary, members-only webcast on Feb. 7 featured a panel discussion about the new program. Panelists included Tamara Indianer of Lincoln Investment; Adam Pearce, also of Lincoln Investment; Bill... READ MORE
The IRS has issued a new version of Publication 560, “Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans)" for use in 2018 reporting. In addition to information about filing, Publication 560 contains information on the following: what type of plan to set up; how to set up a... READ MORE
Bills before the Oregon Senate would create a statutory responsibility for employers to indicate that they are exempt from participating in OregonSaves, and a penalty for not participating if they are eligible to do so. SB 165 would direct employers to indicate on annual state tax withholding... READ MORE
The Senate Special Committee on Aging in a Feb. 6 hearing, “Financial Security in Retirement: Innovations and Best Practices to Promote Savings,” listened to ideas from a panel of experts on how to increase retirement savings and enhance Americans’ financial readiness to retire. “As Americans live... READ MORE
The Oregon State Treasury reports that OregonSaves, the state-run auto-IRA program for private-sector employees whose employers do not offer a retirement plan, continues to grow in registrations and assets. According to the Treasury, the number of employers registered with OregonSaves  and the... READ MORE
A Jan. 28 session at the NTSA 30th Anniversary Summit offered tips from Toews Corporation Director of Sales and Marketing Eben Burr on how to adjust one’s ways of communicating in order to boost one’s practice, effectiveness and service. READ MORE
NTSA Executive Director Brent Neese offered a look at the state of the retirement industry at a Jan. 28 session of the NTSA 30th Anniversary Summit. The first people to establish 401(k)s after they became available are beginning to retire, Neese noted, and remarked, “Things don’t look so good. “... READ MORE
Retirement plans — and the opportunity to serve them and their participants and beneficiaries — are not limited to pensions, 401(k)s and 403(b)s. They also entail 457(b) plans — a market that offers fresh opportunity. And it’s a sizable opportunity, NTSA Executive Director Brent Neese observed at... READ MORE
Clients’ expectations have changed. And that is in part explained, and fueled by, technology. In a Jan. 29 session of the NTSA 30th Anniversary Summit in Tampa, FL, Lincoln Investment Vice President of Branch Development Tom Lakatos offered his insights on this development. Lakatos was definitive... READ MORE
The political climate has changed and this necessitates some new approaches, American Retirement Association (ARA) CEO Brian Graff indicated in remarks at a Jan. 28 session at the 2019 30th Anniversary NTSA Summit in Tampa, FL. Graff attributed the results of the November 2018 elections not only to... READ MORE
Pension plans — such as traditional plans serving teachers — are facing multiple challenges. Former NTSA President Kent Schutte, speaking at a Jan. 27 session of the 30th Anniversary NTSA Summit, offered a solution: auto-enrollment and employer matching contributions to 403(b) plans. Schutte... READ MORE
Kristine Coffey, CPC, CPFA, assumed the presidency of the National Tax-Deferred Savings Association (NTSA) at the opening session of the 30th Anniversary NTSA Summit held in Tampa, FL Jan. 27-29. She is the 24th NTSA President. Coffey was elected to the NTSA Leadership Council in 2016 and is Of... READ MORE
The winners of the 2019 NTSA Elite Advisor Award, as well as the winner of the Bob D. Schiller Award, were honored on Jan. 28 in a ceremony at the NTSA 30th Anniversary Summit in Tampa, FL. 2019 Elite Advisors The winners were chosen from among 12 finalists. Former NTSA President Randy Aranowitz... READ MORE
Like water poured on the top of a hill whose reach is quick and hard to control, the stalemate in Washington is spreading beyond what’s reported on the nightly news. Add retirement plan administration to the list of everyday functions that are now feeling the impacts. The most predictable effect,... READ MORE
The IRS on Jan. 21 issued the instructions for the Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts to be used in reporting concerning benefits and distributions from 2018. Employers, plan administrators and retirement plan professionals may find it a... READ MORE
Being able to afford a comfortable retirement is Americans’ biggest financial concern, according to a recent report from the LIMRA Secure Retirement Institute. LIMRA reports that 53% of the 50.5 million retirees in the United States retired earlier than they had planned to, and not all did so... READ MORE
The new year has begun, and in an NTSA webcast Susan Diehl, President of PenServ Plan Services, offers a look at important developments that will affect your plans and those whom you – and they – serve. In a Jan. 9 webcast, Diehl focused on many important issues affecting 403(b) and 457 plans,... READ MORE
Alternatives to existing teacher pensions have been the subject of debate and discussion and legislation – as well as jurisprudence – for years now. But a recent study found that the arrangements already in place are preferable. In a recent study, the University of California, Berkeley, and the... READ MORE

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