NTSA Net Staff
By NTSA Net Staff 9/30/2019
Tech Talk addresses how to figure the maximum amount contributable to a 403(B) plan.
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By NTSA Net Staff 9/26/2019
The nomination of Eugene Scalia to serve as head of the Labor Department was approved Sept. 26 by the Senate in a 53-44 vote.
The Senate Health, Education, Labor and Pensions (HELP) Committee endorsed Scalia’s nomination Sept. 24 in a 12-11 party-line vote. The committee held a three-hour hearing...
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By NTSA Net Staff 9/25/2019
Eugene Scalia, President Trump’s nominee to head the Labor Department, was approved Sept. 24 by the Senate Health, Education, Labor and Pensions (HELP) Committee. The full Senate will now vote on his nomination, though a date has not yet been set.
Scalia was approved by the HELP Committee on a 12-...
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By NTSA Net Staff 9/24/2019
Tech Talk addresses whether there are nondiscrimination rules that apply to employer contributions to employees’ 403(b) accounts.
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By NTSA Net Staff 9/24/2019
In MarketBeat, John Iekel discusses a recent blog entry that addresses whether employment agreements can limit an employer’s exposure to the risk of ERISA fiduciary breach claims.
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By NTSA Net Staff 9/23/2019
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here.
The Unemployment Compensation...
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By NTSA Net Staff 9/23/2019
The NTSA Advisor is about to be twice as informative.
Launched in April 2014, the 403(b) Advisor was intended to serve as a weekly newsletter providing news, analysis and information useful in running a practice, taking the name of NTSA’s quarterly magazine which ceased publication at the end of...
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By NTSA Net Staff 9/17/2019
Tech Talk addresses whether a 403(b) plan can automatically enroll employees in the plan.
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By NTSA Net Staff 9/17/2019
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here.
Effective on Jan.1, 2008, Internal...
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By NTSA Net Staff 9/17/2019
In MarketBeat, Barry Salkin writes that it has only been in the last decade or so that there have been many cases analyzing whether an employee benefit plan, particularly a tax-qualified DB plan, constitutes a church plan.
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By NTSA Net Staff 9/17/2019
NTSA is accepting nominations for the inaugural NTSA Richard Ford Volunteer Service Award.
This new award honors and promotes NTSA members’ volunteer and service work in two areas: both with NTSA in their tax-exempt retirement industry markets and also with the member’s local governmental and...
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By NTSA Net Staff 9/17/2019
In this WOWcast, NTSA President Kris Coffey speaks with inaugural NTSA Elite Advisor Randy Aranowitz on how he got his start in the financial services industry, the worst advice he ever got, advice for new advisors, and how NTSA can help.
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By NTSA Net Staff 9/10/2019
NTSA has established the Elite Advisor Council, dedicated to service, leadership and mentoring. The NTSA Elite Advisor Council is committed to giving back to the industry by enabling NTSA Elite Advisors to have an enhanced platform for working with NTSA members and the retirement community of...
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By NTSA Net Staff 9/10/2019
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here.
Portability of Roth 403(b), Roth 401(...
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By NTSA Net Staff 9/10/2019
Registration is now open for the 31st annual NTSA Summit – the premier 403(b) and 457(b) forum for education, compliance and sales ideas for producers, providers, agents, broker/dealers, sales and marketing managers, office staff, plan sponsors and other business officials.
The information-packed...
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By NTSA Net Staff 9/10/2019
TechTalk addresses the rules for 403(b) distributions after severance of employment.
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By NTSA Net Staff 9/10/2019
In MarketBeat, Jeff Chang examines how and why many cities and special districts establish and maintain multiple 457(b) plans and whether there are any advantages or disadvantages to doing this.
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By NTSA Net Staff 9/10/2019
NTSA has established the Elite Advisor Council, dedicated to service, leadership and mentoring. The NTSA Elite Advisor Council is committed to giving back to the industry by enabling NTSA Elite Advisors to have an enhanced platform for working with NTSA members and the retirement community of...
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By NTSA Net Staff 9/5/2019
The NTSA has unveiled the "403(b) Plan Enhancement Guide," a new white paper that highlights opportunities that can help increase participation and savings for the nation’s public education professionals. The new white paper builds on the NTSA’s 2018 survey of public education 403(b) retirement...
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By NTSA Net Staff 9/3/2019
Tech Talk addresses whether a 403(b) account holder who is not yet age 59½ can avoid the 10% penalty for a distribution even though it occurs before their birthday as long as it takes place in the year that they turn age 59½.
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