NTSA Net Staff
By NTSA Net Staff 10/6/2022
Fidelity Investments, Vanguard, and Alight Solutions announce that they have collaborated with Retirement Clearinghouse, LLC to create a consortium of workplace retirement plan recordkeepers to accelerate the nationwide adoption of auto portability.
Vanguard and Alight had each previously...
READ MORE
By NTSA Net Staff 10/4/2022
Tech Talk discusses whether a particular group of public healthcare districts can maintain 403(b) plans.
READ MORE
By NTSA Net Staff 10/4/2022
What’s the most important number when it comes to retirement? In MarketBeat, Nevin E. Adams suggests that a more precise focus number in retirement planning is the one that purports to provide some level of financial security in retirement.
READ MORE
By NTSA Net Staff 10/4/2022
While not yet back to pre-COVID levels, average deferral rates are up, more participants are contributing, more plans are permitting immediate eligibility, and employer contribution rates to 403(b) plans rose almost 24% year-over-year, according to an annual 403(b) Plan Survey from the Plan Sponsor...
READ MORE
By NTSA Net Staff 9/27/2022
Tech Talk discusses what transferring fiduciary functions means and does not mean.
READ MORE
By NTSA Net Staff 9/27/2022
There’s an old saying that when you assume…Nevin E. Adams, JD, reminds us in MarketBeat. He continues by offering some assumptions that can create real headaches for retirement plan fiduciaries.
READ MORE
By NTSA Net Staff 9/27/2022
NTSA, the National Tax-Deferred Savings Association, is proud to honor Susan Diehl, QPA, CPC, TGPC, ERPA, BCF™ with their NTSA 2023 Richard Ford Volunteer Service Award (FVSA). Diehl will be recognized at the NTSA 2023 Summit at the Grand Hyatt, Tampa, FL at their Awards Luncheon Feb. 27, 2023....
READ MORE
By NTSA Net Staff 9/20/2022
As planned, another state-run IRA program for private sector workers has launched—with some good news for early employer adopters.
The announcement notes that while the services are free for businesses, employers that enroll with MarylandSaves by December 1st of this year won’t have to pay the...
READ MORE
By NTSA Net Staff 9/20/2022
With recent volatility in the markets altering perceptions around what it means to have a secure retirement, a new survey finds that more Americans are interested in having a guaranteed stream of retirement income.
According to a new joint poll from Kiplinger and Athene, three-fourths of...
READ MORE
By NTSA Net Staff 9/20/2022
Tech Talk discusses a blog entry that provides a reminder concerning when one is considered a fiduciary and what functions help identify a party as one.
READ MORE
By NTSA Net Staff 9/20/2022
We all know that target-date funds are different, even if their names sometimes suggest otherwise, writes Nevin Adams in MarketBeat; he continues that the difference that can often account for many of the other differences is the glide path.
READ MORE
By NTSA Net Staff 9/15/2022
It’s that time of year again…Back to School! We’re not talking about a silly comedy starring Rodney Dangerfield from 1986, we’re talking about all those educators and school personnel that keep the schools running heading back into the schools for their academic year grind.
With back to school /...
READ MORE
By NTSA Net Staff 9/14/2022
Inflation worries and realities are weighing on lots of decisions of late—and a new survey suggests it will carry over into benefit decisions.
That new survey from Voya Financial, Inc. found that, specifically, due to inflation, the majority of employed individuals (70%) agree they plan to spend...
READ MORE
By NTSA Net Staff 9/13/2022
Tech Talk offers suggestions regarding documents related to plan participants that must be kept indefinitely while a plan is functioning.
READ MORE
By NTSA Net Staff 9/13/2022
Exploring the relationship between financial wellness and retirement savings reveals a profound relationship between the two, writes Ted Godbout in MarketBeat. He discusses research from T. Rowe Price that found that financial stress is a predictor of financial wellness, and retirement plan...
READ MORE
By NTSA Net Staff 9/6/2022
Tech Talk discusses the comments by Gerri Walsh, President of the FINRA Investor Education Foundation, that individuals with high financial literacy are more likely to demonstrate positive financial.
READ MORE
By NTSA Net Staff 9/6/2022
A new study finds signs of improvement in the U.S. adult population’s financial capability, writes Ted Godbout in MarketBeat. He notes that the FINRA Investor Education Foundation’s triennial National Financial Capability Study shows that by many measures U.S. adults generally fared better in 2021...
READ MORE
By NTSA Net Staff 9/1/2022
NTSA congratulates NTSA 2020 Elite Advisor Joseph Avallone for his outstanding, unique accomplishments. Avallone practices through NTSA Strategic Partner PlanMember in Winter Springs, FL.
Joseph Avallone began his career in the financial services industry in 1990. Twenty-nine years ago, Avallone...
READ MORE
By NTSA Net Staff 8/30/2022
Tech Talk features some suggestions for steps an employer can take to encourage employees to build and enhance their financial wellness.
READ MORE
By NTSA Net Staff 8/30/2022
Retaining and maintaining records is not a minor matter—ERISA and Department of Labor (DOL) regulations make that clear. In MarketBeat, John Iekel writes about a plan administrator who observes that regardless of their importance, policies concerning record retention and maintenance are not as...
READ MORE
Pages
Advertisement