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OregonSaves, the state-sponsored retirement plan for private-sector workers, has been open to participation since July 1, 2017. Since then, it has been made available to those workers gradually in waves based on employer size and late in 2018 was expanded to allow individual Oregonians, such as... 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 .  If an employer’s plan permits,... READ MORE
Tech Talk addresses whether it is possible to take a 403(b) distribution if one is age 59½ or older. READ MORE
In MarketBeat, John Iekel discusses a recent article that looks at the DOL rules for controlling fees and what they require, as well as how to protect employees from excessive fees. READ MORE
Tech Talk addresses whether it is possible to put unitized portfolios in a 403(b)7. READ MORE
In MarketBeat, John Iekel discusses a recent analysis that dispels three myths that discourage Millennials’ preparations for those golden years. 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. While it is not required under the... READ MORE
Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2020 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years. The NTSA LC is responsible for overseeing the member-driven, non-public policy aspects of the NTSA, including... READ MORE
MarketBeat discusses the Fuller v. SunTrust Banks, Inc. decision and the question it addresses: When and how does their liability for the decisions of previous committee members begin?   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. No amount containing a required... READ MORE
Tech Talk addresses what the “written plan” requirement is, what it means and does not mean. READ MORE
Tech Talk discusses what types of contributions can be made to a 403(b) plan. READ MORE
In MarketBeat, ERISA attorney Heather B. Abrigo argues that missing participants, and the problems they occasion, are becoming a more prominent problem for plan administrators and offers practical steps in handling them. 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. Remember, an exchange can only be... READ MORE
Do you know an NTSA Advisor who is among the ‘best of the best’? The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor Financial Advisors who presence and innovative works have helped shape the best practices in serving clients in the ERISA non-... READ MORE
In MarketBeat, Nevin Adams writes that as we ponder the accomplishments and planning that helped our nation put men on the moon, it’s worth remembering that our “mission” is not only to get tomorrow’s retirees safely to retirement, to take those “small steps” along the way – but ultimately to... 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 IRS has clearly indicated that no... READ MORE
According to a new state-by-state analysis1 published by the American Retirement Association, more than 5 million employers in the United States still don’t offer a workplace retirement savings benefit, a generation after the 401(k) plan design was first introduced.  When a 401(k) is available, 78... READ MORE
As the restatement process for 403(b) plans continues on, a familiar “vestige” of certain past practices of a major vendor continues to bubble its way to the top. That “vestige” is the 403(b) “Money Purchase Plan.” In MarketBeat, Robert Toth discusses such arrangements. READ MORE
Your NTSA Officers and At-Large Leadership Council members cordially invite all NTSA members to join us for our semi-annual meeting on Wednesday, July 24, 2019 from 11:00 a.m. to 12:30 p.m. EDT. Mark your calendars! Conversations planned include: What Can NTSA Do for the Industry? Addressing the... READ MORE

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