NTSA Net Staff
By NTSA Net Staff 2/28/2022
Tech Talk addresses whether, and how, a plan participant can switch from an ERISA 403(b) plan to a non-ERISA 403(b) plan.
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By NTSA Net Staff 2/28/2022
“My decision as to whether or not to save in my workplace savings plan wasn’t long or complicated,” writes Nevin E. Adams, JD in MarketBeat, continuing that “at age 22 I’d not always fully embraced my parents’ counsel—my mother didn’t hesitate to insist that I did so.”
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By NTSA Net Staff 2/22/2022
Tech Talk addresses whether there are any limitations to transfers from one 403(b) to another.
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By NTSA Net Staff 2/22/2022
In MarketBeat, Nevin E. Adams writes that as he was pulling together tax information, he was reminded that, in addition to the benefits of pre-tax savings and deferred taxes on retirement savings, there’s another tax benefit—but one of which many aren’t aware—the Saver’s Credit.
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By NTSA Net Staff 2/16/2022
A new Voya survey finds that Americans are more likely to work for an employer offering voluntary benefits, but there also appears to be a disconnect between intent and action.
Findings from the firm’s consumer survey of more than 1,000 adults reveal that nearly three-quarters of employed...
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By NTSA Net Staff 2/15/2022
Tech Talk addresses whether a client who has an inactive 403b with their current employer can transfer the 403(b) to a 401(k).
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By NTSA Net Staff 2/15/2022
In MarketBeat, Edward Dressel argues that teachers are woefully unprepared for retirement and that we should remember problems often create opportunities.
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By NTSA Net Staff 2/11/2022
The U.S. Department of Labor has announced publication of a Request for Information seeking public comment on “what actions, if any, the department should take under federal law to protect retirement savings and pensions from risks associated with changes in climate.”
According to a press release...
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By NTSA Net Staff 2/3/2022
The NTSA Summit is imminent! It will be held in Phoenix, Feb. 6-8—and the NTSA Advisor will be providing coverage of Summit sessions and workshops.
And in addition to publishing on Tuesday and Thursday as always, there will also be a special edition of the Advisor on Monday, Feb. 7, reporting on...
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By NTSA Net Staff 2/2/2022
The Biden administration has thrown its support behind the conclusions—and safeguards—of the previous administration’s e-delivery rule.
“Our preliminary assessment is that the subject regulation is unlikely to have any negative impact on the populations identified in the explanatory statement...
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By NTSA Net Staff 2/1/2022
Tech Talk discusses what an interim amendment is and what it addresses.
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By NTSA Net Staff 2/1/2022
A new study identifies a set of scorable retirement income factors that can help define preferences for an overall retirement income style, which can point toward an appropriate retirement income strategy. In MarketBeat, Ted Godbout writes that the researchers explain how they developed a...
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By NTSA Net Staff 1/26/2022
What was your first day working in the retirement plan industry like? The words “confusing,” “daunting,” or “disorienting” might come to mind.
That’s what makes providing training for new employees—even a basic but useful industry overview—a real challenge. Where should you start? How much should...
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By NTSA Net Staff 1/24/2022
MarketBeat looks at a paper in which Cerulli argues that there is no one-size-fits-all solution to making plans more effective decumulation vehicles, and that it often takes a personalized experience that includes designing a comprehensive financial plan and an investment and withdrawal strategy...
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By NTSA Net Staff 1/24/2022
Tech Talk addresses the interim amendment deadline for pre-approved 403(b) plans.
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By NTSA Net Staff 1/20/2022
The NTSA elevates two of its members to lifetime service awards, the Richard Ford Volunteer Service Awards for 2022:
Nathan Glassey, TPGC, QKA, CRES
National Benefit Services
Farmington, UT
Philip Kim, CFP®, ChFC, CLU, RICP®, CRES
Signature Wealth Concepts
Equitable
Phoenix, AZ
...
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By NTSA Net Staff 1/19/2022
While employees are receptive to a variety of ways to participate in employee plans and learn about them, some electronic and automatic tools are strong favorites, according to a recent report.
The report, by Nick Rockwell and Erin Marino, of Eastbridge Consulting Group, Inc., as reported by...
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By NTSA Net Staff 1/19/2022
The pandemic has affected the way many Americans are able to save for retirement, with surprising disparities among age groups, gender and even geographic areas, new survey results show.
Nearly one in five Americans (17%) say they are saving less money for retirement due to the pandemic,...
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By NTSA Net Staff 1/18/2022
Tech Talk offers some questions one should anticipate at a plan review meeting.
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By NTSA Net Staff 1/18/2022
As the new year begins, here are the big retirement policy challenges we’re facing, in the view of Michael P. Barry. He writes in MarketBeat that these are our long-run problems—as opposed to, say, clarifying the rules on ESG investments or for fiduciaries who provide advice.
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