NSTA Net Staff
By NSTA Net Staff 12/7/2023
In MarketBeat, Allison Wielobob writes that the proposed fiduciary rule would change who an ERISA fiduciary is and the conditions under which those fiduciaries may conduct business with retirement investors.
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By NSTA Net Staff 11/21/2023
Tech Talk discusses the rules one should take into account when figuring one’s years of service for purposes of a 403(b).
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By NSTA Net Staff 4/5/2023
Tech Talk addresses submitting comments to the IRS regarding whether a 403(b) meets the requirements of Internal Revenue Code Section 403(b).
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By NSTA Net Staff 3/23/2023
Tech Talk discusses what an IRS “nonbank trustee approval letter” is, and the matters for which an applicant may be qualified to act as a nonbank custodian.
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By NSTA Net Staff 2/21/2023
Tech Talk discusses the general scope of IRS determination letters for 403(b) plans under Revenue Procedure 2022-40.
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By NSTA Net Staff 12/6/2022
The SPARK Institute recently updated its Industry Best Practices for Cybersecurity and released a new Plan Sponsor & Advisor Guide to Cybersecurity to accompany it.
As part of its efforts to help strengthen cybersecurity throughout the retirement industry, the organization’s Data Security...
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By NSTA Net Staff 7/12/2022
After a year in which many consumers had to rely heavily on digital tools for their financial needs, writes Ted Godbout in MarketBeat, a survey finds that self-reported “financial experts” use digital tools more often than others.
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