NTSA Net Staff
By NTSA Net Staff 2/29/2024
Student loan debt has long been said to be a drag on retirement saving, and a just-released report adds fuel to the fire, writes John Iekel in MarketBeat.
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By NTSA Net Staff 2/23/2024
Episode 1
Listen to the first episode of Wowcast 2.0, which features Randy Aranowitz and NTSA Executive Director Nate Glassey. They talk all things NTSA, and Glassey describes his role and responsibilities as Executive Director, as well as the challenges and opportunities conference planning...
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By NTSA Net Staff 2/22/2024
Tech Talk discusses the administrative fees 403(b) plan service providers charge.
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By NTSA Net Staff 2/22/2024
Greater longevity than in the past is a good thing, as is concurrent big picture improvement in finances, writes John Iekel in MarketBeat. He continues that nonetheless, periodic economic challenges do take place, which can spell trouble—especially for retirees who did not save enough.
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By NTSA Net Staff 2/22/2024
Wowcasts, a series of enlightening discussions with members from both NTSA and ARA, offering an insider's perspective on the intricacies of practice management, are back.
You can access Wowcast 2.0, as well as the rich repository of knowledge contained in the approximately 50 episodes of Wowcast 1...
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By NTSA Net Staff 2/15/2024
Tech Talk provides a comparison of 401(k) plans and 457(b) plans offered by government entities.
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By NTSA Net Staff 2/15/2024
An expert panel recently suggested that the meaning of financial wellness is “amorphous” and “evolving,” writes John Iekel in MarketBeat.
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By NTSA Net Staff 2/14/2024
Being a 403(b) advisor is both rewarding and challenging.
Helping a teacher prepare for retirement is gratifying, but many other aspects of the work are a struggle. Battling client apathy toward retirement planning, deciphering the complexities of retirement plans, and dispelling client...
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By NTSA Net Staff 2/7/2024
Tech Talk discusses when hardship distributions from governmental 457(b) plans are allowed.
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By NTSA Net Staff 2/7/2024
Research and recent insights suggest that while loans help fund steps intended to improve one’s position, in some ways they can threaten future security by affecting retirement saving, writes John Iekel in MarketBeat.
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By NTSA Net Staff 2/1/2024
Tech Talk outlines the distributable events for which distributions from governmental 457(b) plans are allowed.
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By NTSA Net Staff 2/1/2024
A trio of high-profile industry academics argue in a new paper that the government should limit contributions or accumulations in tax-advantaged retirement plans—or tax the earnings each year—to address Social Security’s shortfall, writes John Sullivan in MarketBeat.
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By NTSA Net Staff 1/25/2024
Tech Talk discusses the IRS position on discretionary matching contributions for Cycle 4 defined contribution plans.
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By NTSA Net Staff 1/25/2024
An expert panel recently suggested that the U.S. retirement system is a success but also argued that we can still do better, writes John Iekel in MarketBeat.
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By NTSA Net Staff 1/18/2024
Tech Talk discusses the application of the rules governing determination letter applications.
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By NTSA Net Staff 1/18/2024
Despite long being called the “third rail” of American politics, Social Security—or more precisely its viability—has reemerged as an issue in the 2024 presidential campaign, writes Nevin Adams in MarketBeat.
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By NTSA Net Staff 1/11/2024
Tech Talk addresses how the deadline for the timely adoption of an amendment for a pre-approved plan that is a governmental plan is determined.
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By NTSA Net Staff 1/11/2024
The benefits of delaying Social Security benefits are by now generally accepted, writes John Sullivan in MarketBeat. And he discusses a recent analysis that suggests how to encourage more people to delay.
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By NTSA Net Staff 1/3/2024
Tech Talk addresses how the deadline for the timely adoption of an amendment for a pre-approved plan that is not a governmental plan is determined.
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By NTSA Net Staff 1/3/2024
A new study finds that two-thirds of people are confident they will be able to maintain a comfortable lifestyle in retirement, writes Ted Godbout in MarketBeat. He continues that diving deeper into the data shows that sentiment varies dramatically across demographic segments.
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