NTSA Net Staff
By NTSA Net Staff 12/28/2023
Tech Talk addresses whether when one defaults on a loan taken from a 403(b), one can later take another.
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By NTSA Net Staff 12/21/2023
Tech Talk covers whether income inclusion can occur over three years.
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By NTSA Net Staff 12/21/2023
There is work to be done in improving overall retirement readiness. In MarketBeat, John Iekel writes that according to recent studies, one factor that could help explain that is confidence about retirement planning and plans.
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By NTSA Net Staff 12/21/2023
Participation rates in 403(b) plans increased and hit a record high in 2022 while participation rates in 401(k) plans dropped, according to the Plan Sponsor Council of America’s (PSCA) 2023 403(b) survey.
The PSCA is part of the American Retirement Association.
The survey, sponsored by HUB...
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By NTSA Net Staff 12/13/2023
ARLINGTON, VA. – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its Elite Advisors of 2024.
NTSA Elite Advisors are honored in person at the annual NTSA Awards luncheon, Monday, February 26, 2024, during the NTSA Summit, at...
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By NTSA Net Staff 12/13/2023
Tech Talk addresses how one figures the maximum amount contributable if one has more than one 403(b).
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By NTSA Net Staff 12/13/2023
In MarketBeat, Nevin E. Adams, JD notes that like many, he has spent a fair amount of time analyzing the impact and import of the new fiduciary rule proposal.
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By NTSA Net Staff 12/7/2023
Tech Talk discusses the limits relevant to figuring the maximum amount that can be contributed to a 403(b).
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By NTSA Net Staff 11/30/2023
Happy Birthday, ERISA!
It’s been 50 years since the Congress passed landmark legislation that protected the savings of American workers and—arguably—created an entire industry. It’s now time for the golden anniversary.
The American Retirement Association announced that it and eight associations...
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By NTSA Net Staff 11/30/2023
Tech Talk discusses designating 403(b) plan elective deferrals as Roth contributions.
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By NTSA Net Staff 11/30/2023
It’s all about the attitude—especially in retirement saving and investing, writes John Sullivan in MarketBeat. He adds that Goldman Sachs Asset Management has identified which financial behaviors matter most.
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By NTSA Net Staff 11/21/2023
Retirement plan coverage can be particularly challenging for some industry sectors. In MarketBeat, John Iekel writes about the experiences of one corporate leader in providing a 403(b) to employees in the care industry. Click here.
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By NTSA Net Staff 11/16/2023
Tech Talk discusses repayments for qualified COVID-19 distributions that are eligible for tax-free rollover treatment to an eligible retirement plan.
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By NTSA Net Staff 11/16/2023
Providing retirement benefits is a dynamic function, and in an age of accelerating technological transformation that requires reinvention of products and services. In MarketBeat, John Iekel writes about an expert panel whose members shared some of their experiences in that vein.
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By NTSA Net Staff 11/9/2023
The Department of Labor on Oct. 31, 2023 issued the latest iteration of a proposed rule defining who is an investment advice fiduciary for purposes of ERISA. In MarketBeat, John Iekel writes about further insights from DOL officials on the proposal.
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By NTSA Net Staff 11/6/2023
At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest.
That’s right, we closed out the 2023 NAPA/NTSA ERISA 403(b) conference with a live session joined by the inimitable...
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By NTSA Net Staff 11/2/2023
Tech Talk addresses how 403(b) plan assets can be invested.
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By NTSA Net Staff 11/2/2023
How does one perform the high-wire act of balancing professional boundaries with clients while still managing a business? That was one of the matters addressed during a session of the 2023 TPA Growth Summit inside the 2023 ASPPA Annual Conference, writes Joey Santos-Jones in MarketBeat.
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By NTSA Net Staff 11/1/2023
The IRS has just announced the new contribution and benefit limits for 2024 and—reflecting the moderating inflation readings, the increases are modest.
The headline is that next year the amount individuals can contribute to their 401(k) plans (not to mention 403(b) and most 457 plans, as well as...
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By NTSA Net Staff 10/26/2023
Tech Talk addresses what fiduciary liability insurance is and what it covers.
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