NTSA Net Staff
By NTSA Net Staff 7/29/2019
Do you know an NTSA Advisor who is among the ‘best of the best’?
The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor Financial Advisors who presence and innovative works have helped shape the best practices in serving clients in the ERISA non-...
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By NTSA Net Staff 7/23/2019
In MarketBeat, Nevin Adams writes that as we ponder the accomplishments and planning that helped our nation put men on the moon, it’s worth remembering that our “mission” is not only to get tomorrow’s retirees safely to retirement, to take those “small steps” along the way – but ultimately to...
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By NTSA Net Staff 7/23/2019
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 IRS has clearly indicated that no...
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By NTSA Net Staff 7/23/2019
According to a new state-by-state analysis1 published by the American Retirement Association, more than 5 million employers in the United States still don’t offer a workplace retirement savings benefit, a generation after the 401(k) plan design was first introduced.
When a 401(k) is available, 78...
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By NTSA Net Staff 7/16/2019
As the restatement process for 403(b) plans continues on, a familiar “vestige” of certain past practices of a major vendor continues to bubble its way to the top. That “vestige” is the 403(b) “Money Purchase Plan.” In MarketBeat, Robert Toth discusses such arrangements.
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By NTSA Net Staff 7/16/2019
Your NTSA Officers and At-Large Leadership Council members cordially invite all NTSA members to join us for our semi-annual meeting on Wednesday, July 24, 2019 from 11:00 a.m. to 12:30 p.m. EDT. Mark your calendars!
Conversations planned include:
What Can NTSA Do for the Industry? Addressing the...
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By NTSA Net Staff 7/15/2019
An employee of a k-12 public school who has a 403(b)(7) took out a loan from his account, which he has paid back. He now wants to take a second loan; in Tech Talk, Susan Diehl addresses how the limit for that second loan is determined.
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By NTSA Net Staff 7/15/2019
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 withdrawal restrictions...
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By NTSA Net Staff 7/12/2019
Secretary of Labor Alex Acosta has resigned in the wake of controversy regarding a plea deal he negotiated more than a decade ago with wealthy financier Jeffrey Epstein.
Acosta made the announcement to reporters while standing next to President Donald Trump outside the White House. Trump said that...
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By NTSA Net Staff 7/9/2019
Tech Talk addresses who exactly can participate in a 403(b) plan.
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By NTSA Net Staff 7/9/2019
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 final 403(b) regulations created...
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By NTSA Net Staff 7/9/2019
In MarketBeat, Nevin Adams discusses some things that he argues plan fiduciaries of any plan size should be aware, and of which responsible plan fiduciaries should have a working knowledge.
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By NTSA Net Staff 7/2/2019
In Tech Talk, Susan Diehl tells us whether a 501(c)3 ministry that is setting up a new 403(b) plan and wants to give an annual discretionary contribution to the director of the center would be required to also contribute to all employees.
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By NTSA Net Staff 7/2/2019
Cyber threats morph and evolve as quickly as the technology and data they compromise. In MarketBeat, John Iekel discusses what speakers at SPARK’s national conference in Falls Church, VA suggested regarding ways to protect against them.
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By NTSA Net Staff 7/2/2019
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.
Following is a discussion of...
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By NTSA Net Staff 6/25/2019
In MarketBeat, David Blask offers a discussion of how to handle distributions upon attaining age 59½; severance of employment; and due to death and disability.
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By NTSA Net Staff 6/25/2019
Tech Talk discusses what universal availability is and what it requires.
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By NTSA Net Staff 6/25/2019
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.
Following is a discussion of tax-free...
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By NTSA Net Staff 6/19/2019
Nominations are now being accepted for American Retirement Association’s 2020 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years. Nominees must be nominated by at least two members to be considered.
To view the nomination form, click...
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By NTSA Net Staff 6/18/2019
Game of Thrones may have wound to a close, but it left plenty to mull over from its eight-season run. In MarketBeat, Nevin Adams writes that the series offered some lessons for retirement amidst the mayhem.
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