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NTSA Net Staff

Tech Talk addresses what fiduciary liability insurance is and what it covers. READ MORE
Do you feel confident selling SECURE 2.0 to clients? Joey Santos-Jones writes in MarketBeat about an Oct. 24 session of the 2023 ASPPA Annual conference, which featured PSCA Executive Director Will Hansen, JJ McKinney from EGPS and Kirsten Curry from LRS as they unspun the most talked-about... READ MORE
Tech Talk looks at common mistakes identified in internal audits. READ MORE
There’s an oft-repeated line from that 1967 classic movie “Cool Hand Luke” about a “failure to communicate,” writes Nevin E. Adams. JD in MarketBeat. He continues that there are literal barriers in terms of language, of course—but all too often there also barriers built of different life... READ MORE
What Tech Talk offers some considerations for a school system that is thinking about putting in place a student loan matching contribution program. READ MORE
The timing of when one leaves the workforce has a variety of effects—and a recent study examines whether, and how, it affects one’s lifestyle during retirement, writes John Iekel in MarketBeat. READ MORE
Tech Talk addresses what a governmental employer that offers a 457(b) plan should consider regarding offering a student loan matching contribution program. READ MORE
Amid ongoing market volatility, plan participants are increasingly keeping a close eye on their retirement account balance via mobile apps, writes Ted Godbout in MarketBeat. He discusses a report that mobile apps have taken center stage as a critical tool for retirement investors.  READ MORE
Tech Talk discusses what an employer that offers a 403(b) plan should consider regarding offering a student loan matching contribution program. READ MORE
Benefits play a major role in the employee experience, as most can attest on a personal and professional level, writes Ted Godbout in MarketBeat; but he adds that new research suggests that it’s simply not enough to make benefits available to employees. READ MORE
Tech Talk discusses the circumstances under which a 403(b) plan may qualify for a safe harbor exemption and, therefore, not be subject to ERISA. READ MORE
Tech Talk discusses which agencies other than the Department of Labor and its Employee Benefits Security Administration have a role in regulating and overseeing 403(b) plans or investment options provided to participants. READ MORE
Social Security—often cited as a “third rail”—has been a staple of the retirement landscape for almost 90 years. But that doesn't mean that it’s free of misconceptions; in MarketBeat, John Iekel discusses a recent commentary that highlights some to avoid. READ MORE
Registration is open for the 2024 NTSA Summit! The conference—Feb. 25-27 in San Diego, CA—is the only industry event designed for 403(b) and 457(b) professionals. But that’s not all! It will include: Tailored general sessions, workshops, and up to 12 continuing education (CE) credits A... READ MORE
The Department of Labor (DOL) sent a new version of a proposed fiduciary rule to the Office of Management and Budget (OMB) late Sept. 8 for review.   Known officially as “Conflict of Interest in Investment Advice,” it would redefine fiduciary investment advice under ERISA. According to a post on... READ MORE
Tech Talk discusses the kinds of 403(b) plans that are not subject to ERISA.  READ MORE
Taking action in advance to protect vital documents can be helpful when a disaster strikes, a principle that applies to retirement plans and administration as well as other records and functions, writes John Iekel in MarketBeat.  READ MORE
Compounding the problem of low financial literacy is “low longevity literacy,” or a lack of understanding of how long people tend to live in retirement, writes John Sullivan in MarketBeat. He discusses research that found that a staggering number of Americans display low longevity literacy, which... READ MORE
Tech Talk discusses the kinds of 403(b) plans that are covered by ERISA.  READ MORE
Recent research from the Investment Company Institute sought to answer two critical questions on which retirement policy is often based—how do the amount and compositions of spendable income for individuals change from middle to old age, writes John Sullivan in MarketBeat. READ MORE

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