NTSA Net Staff

Any defined contribution lifetime income program that guarantees lifetime income needs to have the ability to make an “in-kind” distribution of an annuity contract, whether that be a certificate under a group annuity contract or an actual individual annuity contract, writes Robert Toth in... READ MORE

Are younger generations ready for retirement? In MarketBeat, John Iekel writes that it is a more complicated question than it appears at first blush, and it starts with the basics. READ MORE

Some say default choices well-intentioned, but also intrusive and demeaning, writes Nevin E. Adams, JD, in MarketBeat. Nonetheless, it appears that there are employees who WANT that support. All of which, he says, calls to mind a new standard.  READ MORE

In MarketBeat, Ted Godbout writes that the NEPC’s 17th annual Defined Contribution (DC) Plan Trends and Fee Survey says that while the dedicated retirement income solution market has proliferated over the past several years, many plan sponsors have struggled to evaluate their options strategically. READ MORE

Researchers have found that feeling cared for at work is a key driver of employee holistic health and happiness, and not prioritizing it can cause major issues in the workplace, writes Ted Godbout in MarketBeat. READ MORE

Tech Talk discusses the requirement that interested persons must receive notice that an application for an advance determination will be filed regarding whether a 403(b) plan meets the requirements of Internal Revenue Code Section 403(b). READ MORE

In the post-SECURE Act 1.0 era, plan consultants are becoming more comfortable recommending lifetime income options, but there apparently are potential obstacles with newer solutions, according to a MetLife study that Ted Godbout addresses in MarketBeat. READ MORE

One of the inevitable results of Congress’ failure to cobble together some sort of compromise on what the most suitable “Securities Fix” would be for the 403(b) CIT is a flurry of activity to find some way to craft a solution which would permit 403(b) plans’ investments in 81-100 trusts without a... READ MORE

American households that adopt some or all of five key financial wellness behaviors are more likely to be saving more and better positioned for building wealth, says a report. In MarketBeat, Ted Godbout writes that the findings suggest that “retirement saving” is one of the most difficult behaviors... READ MORE