NTSA Net Staff
By NTSA Net Staff 4/11/2022
Tech Talk discusses the circumstances under which a 403(b) plan is not covered by ERISA.
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By NTSA Net Staff 4/11/2022
The best defense, it is said, is a good offense. In MarketBeat, John Iekel writes about a March 31 ASPPA webinar that offers tips and suggestions regarding how to prepare for examinations of retirement plans by the IRS and Department of Labor (DOL).
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By NTSA Net Staff 4/5/2022
Tech Talk discusses the kinds of administrative and investment fees that might be charged to a 403(b) plan.
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By NTSA Net Staff 4/5/2022
Past behavioral economics research demonstrating that nudges can be a potent tool for increasing savings rates, notes Ted Godbout in MarketBeat, writing that the results of a recent study suggest that fresh start framing can be an effective nudge.
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By NTSA Net Staff 4/5/2022
The NTSA honors the lifetime service of Philip Kim, CFP®, ChFC, CLU, RICP®, CRES, Signature Wealth Concepts, Scottsdale, AZ, with its 2022 Richard Ford Volunteer Service Award.
Phil excels in his NTSA leadership, chairing the meaningful Certified Retirement Education Specialist (CRES) project and...
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By NTSA Net Staff 3/31/2022
We all like to look up to role models, and the NTSA is no different. The NTSA sponsors the prestigious lifetime service awards—the NTSA 2023 Richard Ford Volunteer Service Awards. Their nomination period is in April 2022—but it has already started!
Know the few, the extraordinary, the innovative,...
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By NTSA Net Staff 3/28/2022
It looks like SECURE 2.0 will be coming up for a vote in the House this week after all.
According to a March 25 Dear Colleague letter from House Majority Leader Steny Hoyer (D-MD), “during the week of March 28, the House will take up legislation to help Americans save for retirement.” The...
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By NTSA Net Staff 3/28/2022
Tech Talk discusses the features and distinctions of a deemed IRA.
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By NTSA Net Staff 3/28/2022
Timeliness matters regarding a plan audit. But if you think that just means having everything ready on time, you may already be too late. In MarketBeat, John Iekel writes about a recent blog entry that argues that the time to be concerned about timeliness is well before the date of a plan audit.
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By NTSA Net Staff 3/21/2022
The National Tax-deferred Savings Association (NTSA) has named Nathan Glassey as its Executive Director, effective immediately.
Glassey joins the NTSA with nearly two decades of experience in the non-profit sector at National Benefit Services, LLC, most recently as Vice President, Non-ERISA...
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By NTSA Net Staff 3/21/2022
Tech Talk discusses the contribution rules for payroll deduction IRAs.
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By NTSA Net Staff 3/19/2022
Meet Lisa Stubbs, CRES, of Security Benefit, whom the NTSA honored with its inaugural NTSA 2020 Richard Ford Volunteer Service Award.
Regarding community service, Lisa says, “Community service is my passion. It is my desire to make a difference in the lives of people, especially children....
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By NTSA Net Staff 3/19/2022
In MarketBeat, Ted Godbout writes about a new paper that outlines plan features and strategies that can help bolster savings for underserved workers and can help plan sponsors that wonder what they can do to help diverse workers increase their retirement savings.
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By NTSA Net Staff 3/14/2022
Tech Talk discusses how nonforfeitability applies to 403(b) plans.
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By NTSA Net Staff 3/14/2022
Tamara L. Indianer, CFP®, AIF®, CRES, Lincoln Investment, represents the best of NTSA, which her father, Paul Indianer began 33 years ago! Both are pillars of their communities and of NTSA.
Tamara provides some insight on her service: “Our adopted son was diagnosed with neurofibromatosis (NF). The...
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By NTSA Net Staff 3/11/2022
The challenges the Social Security system faces have been much discussed for almost half a century, and one of the answers often suggested is raising the normal retirement age (NRA). In MarketBeat, John Iekel writes about a recent paper tht examines that option.
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By NTSA Net Staff 3/10/2022
The recent 2022 NTSA Summit provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.
NTSA Leadership
Flagg Thanked for Her Service as 2021 NTSA President https://www.ntsa-net.org/news-resources/...
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By NTSA Net Staff 3/8/2022
Tech Talk discusses what a plan-to-plan transfer is.
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By NTSA Net Staff 3/8/2022
In MarketBeat, Nevin E. Adams discusses a paper he says is “intriguingly titled ‘Financial Wellness Meets Behavioral Economics,’” and that “highlights a behavioral tendency known as ‘narrow framing’—basically a tendency to focus on one complex choice, or one element of a complex choice, at a time.”
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By NTSA Net Staff 3/8/2022
Editor’s Note: This is the first in an occasional series of articles featuring recipients of NTSA recognition for service, excellent service to clients, and contributions to the retirement industry.
NTSA honors Nathan J. Glassey, TGPC, QKA, CRES, not only for his NTSA volunteerism, but also for...
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