NTSA Net Staff
By NTSA Net Staff 9/3/2019
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 permits the rollover of...
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By NTSA Net Staff 9/3/2019
The NTSA is now offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and...
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By NTSA Net Staff 9/3/2019
This week the Plan Sponsor Council of America (PSCA), sister association of NTSA, has officially launched an exciting new education campaign to help plan sponsors support and expand participation in their workplace retirement plans.
The campaign – timed to coincide with National 401(k)/403(b)...
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By NTSA Net Staff 8/27/2019
MarketBeat features questions and answers presented in a webcast by Mike Smith, a Vice President at Voya Financial, on the nuts-and-bolts issues involved in missed deferrals and how to correct them.
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By NTSA Net Staff 8/26/2019
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 following is a list of persons...
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By NTSA Net Staff 8/26/2019
Tech Talk addresses whether a 403(b) account holder will be subject to a 10% penalty if he or she age 59½ or older takes a distribution from the 403(B).
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By NTSA Net Staff 8/23/2019
OregonSaves, the state-sponsored retirement plan for private-sector workers, has been open to participation since July 1, 2017. Since then, it has been made available to those workers gradually in waves based on employer size and late in 2018 was expanded to allow individual Oregonians, such as...
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By NTSA Net Staff 8/20/2019
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 .
If an employer’s plan permits,...
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By NTSA Net Staff 8/20/2019
Tech Talk addresses whether it is possible to take a 403(b) distribution if one is age 59½ or older.
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By NTSA Net Staff 8/20/2019
In MarketBeat, John Iekel discusses a recent article that looks at the DOL rules for controlling fees and what they require, as well as how to protect employees from excessive fees.
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By NTSA Net Staff 8/13/2019
Tech Talk addresses whether it is possible to put unitized portfolios in a 403(b)7.
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By NTSA Net Staff 8/13/2019
In MarketBeat, John Iekel discusses a recent analysis that dispels three myths that discourage Millennials’ preparations for those golden years.
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By NTSA Net Staff 8/13/2019
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.
While it is not required under the...
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By NTSA Net Staff 8/13/2019
Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2020 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years. But act fast! The deadline is Aug. 30!
The NTSA LC is responsible for overseeing the member-driven, non-...
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By NTSA Net Staff 8/6/2019
MarketBeat discusses the Fuller v. SunTrust Banks, Inc. decision and the question it addresses: When and how does their liability for the decisions of previous committee members begin?
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By NTSA Net Staff 8/6/2019
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.
No amount containing a required...
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By NTSA Net Staff 8/6/2019
Tech Talk addresses what the “written plan” requirement is, what it means and does not mean.
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By NTSA Net Staff 7/29/2019
Tech Talk discusses what types of contributions can be made to a 403(b) plan.
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By NTSA Net Staff 7/29/2019
In MarketBeat, ERISA attorney Heather B. Abrigo argues that missing participants, and the problems they occasion, are becoming a more prominent problem for plan administrators and offers practical steps in handling them.
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By NTSA Net Staff 7/29/2019
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.
Remember, an exchange can only be...
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