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The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is giving retirement plan sponsors at nonprofit organizations an opportunity to participate in, and receive benchmarking data from, its annual 403(b) Benchmarking Survey. Embarking on its second decade,... READ MORE
There are many pieces to the puzzle that is retirement security. In MarketBeat, John Iekel discusses the suggestion of a benefits institute that one of them is the behavior of plan participants and that working with, and influencing, that can help put pieces in place. 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 amount that an employer can... READ MORE
A self-employed minister who receives Forms 1099 is considered to be their own 501(c)(3) employer and could have contributions made into only a 403(b)(9) account. In Tech Talk, Susan Diehl tells us whether there is any benefit for him if he opens such an account. READ MORE
Having a retirement plan and a commitment to facilitating employees’ saving for their retirement is important. In MarketBeat, John Iekel discusses a recent blog entry that argues that the good that accomplishes can be blunted if the employer and the plan administrators don’t communicate about the... 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 Part II of a two-part series... READ MORE
Today the Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), launches a new and innovative education program and credential: the Certified Plan Sponsor Professional (CPSP™). Developed by plan sponsors in collaboration with education experts at ARA and some... READ MORE
New Jersey Gov. Phil Murphy (D) has signed legislation establishing a state-run retirement savings plan for private-sector employees whose employers do not offer a retirement plan. Murphy signed the bill establishing the New Jersey Secure Choice Savings Program into law on March 28. The state... READ MORE
In Tech Talk, Susan Diehl tell us whether a lump sum transfer from a top hat plan to another nongovernmental 457(b) would need to be delayed by 12 months if a plan requires a 12-month advance notice of any “method of payment” change (i.e., from installments to lump sum). READ MORE
Running and maintaining a plan can be complicated — and fiduciary rules are part of the reason. In MarketBeat, John Iekel discusses a recent blog entry that offers some suggestions regarding how to reduce the risk of making fiduciary errors in operating a plan. 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 Part I of a two-part series... READ MORE
Testifying at a March 27 Capitol Hill hearing on behalf of the American Retirement Association, ASPPA member Martella A. Turner-Joseph encouraged members of Congress to enact comprehensive legislation to expand American workers’ access to workplace retirement plans. Turner-Joseph, an enrolled... READ MORE
VALIC, the retirement plan provider that implemented the first 403(b) plan for a public school, has announced that it will now be known as AIG Retirement Services. VALIC first made a 403(b) plan available to a public school in 1964. It provides retirement plans for healthcare, K-12, higher... 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. It is important to note that ERISA... READ MORE
Regardless of political affiliation, large majorities of Americans believe the nation faces a retirement crisis and are largely supportive of state efforts to expand coverage, recent survey results show.  Findings contained in the National Institute on Retirement Security’s “Retirement Insecurity... READ MORE
A plan says that a participant’s initial election shall be in installments, but upon severance a participant wishes to transfer their amount to another non-governmental 457(b). In Tech Talk, Susan Diehl tells us whether such a lump sum transfer request overrides the installment election or whether... READ MORE
A retirement plan offered under Internal Revenue Code Section 457(b) permits certain employers or employees to contribute money for retirement on a tax-deferred basis, subject to annual limits the IRS sets. In MarketBeat, John Iekel discusses a recent newsletter by a human resources and employee... READ MORE
In Tech Talk, Susan Diehl tells us whether it is still the case that participants in non-governmental 457(b) top hat plans are allowed one election to change their benefit commencement date. READ MORE
A plan audit need not be unpleasant, and there are steps that can be taken to prepare for one and make it a smoother experience. In MarketBeat, John Iekel discusses a recent blog entry that offers suggestions regarding what can be done to prepare for a plan audit and avoid making errors. READ MORE
Save the date! The 2020 NTSA Summit will be held Jan. 26-28, 2020 in Denver, CO. And you can help set the agenda! After you save the date for the 2020 NTSA Summit, be sure to rank and contribute topics that could help shape the conference. We launched an innovative online polling tool to compile... READ MORE

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