NTSA Net Staff
By NTSA Net Staff 8/17/2023
Tech Talk looks at a discussion by the Government Accountability Office (GAO) of service providers with which sponsors of 403(b) plans work.
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By NTSA Net Staff 8/17/2023
In MarketBeat, Nevin E. Adams, JD, writes that he has been getting a lot of … comments …about his version of “retirement,” and includes discussion of allocations of revenue from retirement funds and factors that affect them.
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By NTSA Net Staff 8/10/2023
Tech Talk discusses some of what the Government Accountability Office (GAO) has to say about fees for 403(b) plans, such as its finding that even seemingly small fees can significantly reduce participants’ retirement savings over time.
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By NTSA Net Staff 8/10/2023
A study reviews data from two databases to see how (if?) retirement expectations have been impacted by the experience of the COVID-19 pandemic, writes Nevin E. Adams, JD, in MarketBeat.
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By NTSA Net Staff 8/10/2023
Reenrollment is not a new practice, but it is getting some new attention. In a recent podcast, Nevin E. Adams, JD, former Chief Content Officer at the American Retirement Association, and C. Frederick Reish, a partner in Faegre Drinker’s Benefits & Executive Compensation practice group,...
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By NTSA Net Staff 8/3/2023
Tech Talk addresses whether, and how, a 403(b) holder can take a loan from the account if the employer through which the 403(b) was started no longer exists.
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By NTSA Net Staff 8/3/2023
Plan costs and an uncertain economic outlook are driving plan sponsors to look to digital recordkeepers, representing an opportunity to solve a need and unexpectedly disrupt the market, writes John Sullivan in MarketBeat. He discusses a report that shows retirement plan sponsors face more cost...
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By NTSA Net Staff 8/3/2023
Voya Financial will serve as the recordkeeper for the new Secure Retirement 403(b) Pooled Employer Plan (PEP), the firm announced July 28.
Launched by The Platinum 401k, Inc., the PEP apparently is the first 403(b) program to the market following enactment of the SECURE 2.0 Act late in 2022, which...
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By NTSA Net Staff 7/27/2023
Tech Talk discusses actions the IRS says one should take when an employer fails to give all employees an opportunity to make a salary deferral.
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By NTSA Net Staff 7/27/2023
The damage an overreliance on financial jargon can do to participant confidence and, by extension, a retirement professional’s business is well-documented, writes John Sullivan in MarketBeat. He continues that a new survey brings it into stark relief yet again.
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By NTSA Net Staff 7/27/2023
The NTSA 2024 Elite Advisor Awards nominations are open—but for just one day more!
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique...
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By NTSA Net Staff 7/20/2023
Tech Talk discusses the IRS’ suggestions regarding how to avoid exceeding the Internal Revenue Code Section 415(c) limits for employer and employee contributions to 403(b)s.
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By NTSA Net Staff 7/20/2023
Cybersecurity—and its importance to retirement plans and savings—are top of mind. In MarketBeat, John Iekel covers Assistant Secretary of Labor Lisa M. Gomez’s suggestions on reducing the risk of fraud or loss to a retirement account.
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By NTSA Net Staff 7/13/2023
Tech Talk addresses what an organization should do when a 403(b) plan fails to limit employer and employee contributions so they do not exceed Internal Revenue Code Section 415(c) limits.
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By NTSA Net Staff 7/13/2023
A surprising finding in a comprehensive report from earlier this year, writes John Sullivan in MarketBeat, is that there is no gender gap in access to employer-based retirement plans, nor in participation rates. He continues that the same cannot be said for savings.
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By NTSA Net Staff 7/6/2023
Tech Talk provides a checklist that the IRS has prepared to help keep a 403(b) plan in compliance with many important rules.
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By NTSA Net Staff 7/6/2023
As human beings, writes Nevin E. Adams JD in MarketBeat, we’re drawn to perspectives, surveys, and studies that validate our sense of the world—which tends to make us discount opposing findings. He offers ideas for evaluating those findings.
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By NTSA Net Staff 6/29/2023
Tech Talk discusses how under Revenue Procedure 2021-30, certain failures cannot be corrected through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS).
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By NTSA Net Staff 6/29/2023
A report from Schwab Retirement Plan Services shows that worker attendance at educational sessions about 401(k) plans and other financial topics reached new heights in 2022, writes Ted Godbout in MarketBeat. He continues that virtual live and on-demand sessions drove the most participation.
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By NTSA Net Staff 6/29/2023
What topics do you want to learn about at the NTSA Summit?
Don’t miss your chance to help us shape the agenda for the 2024 NTSA Summit—Feb. 25-27 in San Diego!
What industry developments, trends, opportunities, and challenges do you want to learn about or share? Use our interactive online voting...
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