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NTSA Net Staff

In MarketBeat, David Blask offers a discussion of how to handle distributions upon attaining age 59½; severance of employment; and due to death and disability. READ MORE
Tech Talk discusses what universal availability is and what it requires. 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. Following is a discussion of tax-free... READ MORE
Nominations are now being accepted for American Retirement Association’s 2020 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered. To view the nomination form, click... READ MORE
Game of Thrones may have wound to a close, but it left plenty to mull over from its eight-season run. In MarketBeat, Nevin Adams writes that the series offered some lessons for retirement amidst the mayhem. 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. Following is a tip concerning... READ MORE
The Department of Labor’s Employee Benefit Security Administration provides material intended to assist plan administrators in selecting a plan auditor. Tech Talk provides a quick look at some of the qualities that a plan auditor should have. READ MORE
Tech Talk suggests why the administrator of a plan that allows a one-time election to postpone a distribution would not approve it.   READ MORE
The fire and ice of dragons in winter are  the stuff of mythology. But even the seemingly commonplace can incorporate a dash of mythology as well; in MarketBeat, John Iekel discusses what a speaker at the recent Plan Sponsor Council of America (PSCA) annual conference outlined concerning myths... 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 the second installment of a... READ MORE
Can a frozen plan of an employer that is no longer an “eligible employer” still allow new loans from the plan? In Tech Talk, Susan Diehl tells us. READ MORE
Plan fiduciaries and retirement plan committees would do well to consider the trends in the ways that retirement plan funds are invested and the behaviors and attitudes of plan participants. That’s the recommendation of a recent analysis that John Iekel discusses in MarketBeat. READ MORE
It’s not exactly news that Americans are nervous about their retirement prospects – but a new study finds that a couple of key demographic groups are especially anxious. The 2018 Protected Lifetime Income Index study, “The Clock is Ticking: Generation X and the challenge of retirement readiness,” ... READ MORE
Attendees at the recent Plan Sponsor Council of America’s (PSCA) National Conference in Tampa got a sneak peek at the findings of the PSCA’s Inaugural Health Savings Account Survey. The general session panel – Kenneth Forsythe, Head of Product Strategy at Empower; and Glen Kvadus, VP at Optum... 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 the first installment of a... READ MORE
Is there a requirement that for non-ERISA Section 403(b) or Section 457(b) loans, the interest rate on the loan must be prime plus 2%? In Tech Talk, Sue Diehl tells us. READ MORE
Many factors are in play when you’re designing retirement income strategies. In MarketBeat, John Iekel discusses a recent analysis from T. Rowe Price that argues that investors’ preferences and tolerance for risk should be most prominent. READ MORE
The Internal Revenue Service has announced updated deduction limits for high deductible health plans. For calendar year 2020, the annual limitation on deductions under § 223(b)(2)(A) for an individual with self-only coverage under a high deductible health plan is $3,550, up $50 from the 2019... READ MORE
First the Labor Department announced a target for a fiduciary rule redo – and now the Securities and Exchange Commission has announced a review of its Regulation Best Interest. The SEC has announced a meeting on June 5 where it “…will consider whether to adopt a new rule to establish a standard of... 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 following general concepts about... READ MORE

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