NTSA Net Staff
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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By NTSA Net Staff 6/26/2023
PenChecks Trust Company of America and ASPPA are pleased to offer the tenth annual QKA Scholarship Program for ASPPA’s credentials, including the QKA, QKC, QPA, and CPC.
The 2023 PenChecks Trust ASPPA Scholarship will be awarded to 14 individuals who make the most compelling case for how the...
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By NTSA Net Staff 6/22/2023
Tech Talk discusses what a 403(b) plan sponsor may do through the self-correction program (SCP) of the IRS Employee Plans Compliance Resolution System (EPCRS).
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By NTSA Net Staff 6/22/2023
While the SECURE Act and SECURE 2.0 seek to make it easier for small business to offer a retirement plan, many employers that do not offer coverage still appear to be clinging to the same reasons for not doing so, writes Ted Godbout in MarketBeat.
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By NTSA Net Staff 6/22/2023
The NTSA 2024 Elite Advisor Awards nominations are open.
Nominate NTSA Financial Advisors with these attributes:
best of the best
innovative, unique, profound, successful
educated, experienced, community-minded professionals
specific, outstanding, unique accomplishments and/or contributions...
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By NTSA Net Staff 6/15/2023
Tech Talk addresses whether 403(b) plans can use the same determination letter program as other plans.
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By NTSA Net Staff 6/15/2023
Recently, the nation’s longest-running gauge of the nation’s retirement confidence painted a bleak, but understandable read on that measure, writes Nevin E. Adams, JD, in MarketBeat. He continues that in the midst of a volatile market and inflation, it would have been disconcerting if a decline in...
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By NTSA Net Staff 6/8/2023
The impact of the pandemic over the last two years has prompted businesses of all sizes to reevaluate their benefit packages and small businesses are no exception, writes Ted Godbout in MarketBeat. He discusses the results of a recent survey of small businesses on their strategies.
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By NTSA Net Staff 6/7/2023
Tech Talk addresses whether a person who had a life insurance policy under a 403(b) since before the IRS rules allowing that changed can be grandfathered so as to not lose his coverage.
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By NTSA Net Staff 6/6/2023
Nevada is poised to become another state with a state-run retirement savings program for private-sector employees.
The Nevada Assembly passed the bill, SB305, on June 4 by a vote of 35-7. Senate Chief Majority Whip Dallas Harris (D-Las Vegas) introduced the bill on March 16; it was referred to...
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By NTSA Net Staff 6/1/2023
Tech Talk addresses whether a jail ministry that serves 33 jails and got their IRS determination letter in 1966 that listed it as “charitable and religious” be eligible for a NQCCO church plan.
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By NTSA Net Staff 6/1/2023
A new report finds a decline in retirement confidence to levels not seen since the 2008 financial crisis, writes John Sullivan in MarketBeat. He continues that the report also finds both workers and retirees are very concerned about inflation and its impact on their savings and spending.
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By NTSA Net Staff 6/1/2023
The National Tax-Deferred Savings Association (NTSA) recently helped pass a bipartisan bill in the final hours of the Illinois General Assembly that involves 457 auto-enrollment—and specifically protects participant choice—for Illinois teachers.
“Providing choice and an opportunity to work with a...
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By NTSA Net Staff 5/25/2023
Tech Talk addresses whether 403(b)(9)-retirement income accounts are included in the SECURE 2.0 definition of church plans and whether they would be allowed to offer a MEP.
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By NTSA Net Staff 5/25/2023
Any defined contribution lifetime income program that guarantees lifetime income needs to have the ability to make an “in-kind” distribution of an annuity contract, whether that be a certificate under a group annuity contract or an actual individual annuity contract, writes Robert Toth in...
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By NTSA Net Staff 5/18/2023
Tech Talk concerns whether a K-12 public school can elect whether to have an ERISA or non-ERISA 403(b).
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By NTSA Net Staff 5/18/2023
Are younger generations ready for retirement? In MarketBeat, John Iekel writes that it is a more complicated question than it appears at first blush, and it starts with the basics.
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By NTSA Net Staff 5/11/2023
Tech Talk addresses whether an employee who is separated from service from an employer where he has an optional retirement plan 403(b) can roll it over to his new employer’s K-12 403(b) plan.
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By NTSA Net Staff 5/11/2023
Some say default choices well-intentioned, but also intrusive and demeaning, writes Nevin E. Adams, JD, in MarketBeat. Nonetheless, it appears that there are employees who WANT that support. All of which, he says, calls to mind a new standard.
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By NTSA Net Staff 5/4/2023
Tech Talk discusses procedures for obtaining opinion and advisory letters for the first six-year remedial amendment cycle and a 403(b) pre-approved plan’s second six-year remedial amendment cycle.
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