NTSA Net Staff
By NTSA Net Staff 2/8/2019
Health Savings Accounts, or HSAs, have become a significant and growing part of American workers’ benefit programs, and, increasingly a significant component of their retirement savings strategy.
To better understand how these programs are designed and administered, the Plan Sponsor Council of...
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By NTSA Net Staff 2/5/2019
On Thursday, Feb. 7, the NTSA will be holding a complimentary on-demand recording for NTSA members only. It will concern the national initiative the NTSA is launching to improve retirement literacy for public educators, aimed at advancing retirement security and 403(b) participation rates in...
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By NTSA Net Staff 2/5/2019
Suppose that a top hat group member participant submits a distribution election that defers payment from the plan until normal retirement age, but is asked to stay on for another year and agrees to do so. In Tech Talk, Susan Diehl tells us the ramifications of such a situation.
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By NTSA Net Staff 1/28/2019
Today the NTSA is rebranding our weekly publication for our membership. Known since its launch in 2014 as the 403(b) Advisor, it will now be known as the NTSA Advisor.
This change reflects the NTSA’s broader focus to support all tax-exempt workplace savings solutions, which include ERISA and Non-...
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By NTSA Net Staff 1/22/2019
The NTSA is launching a national initiative to improve retirement literacy for public educators, aimed at advancing retirement security and 403(b) participation rates in America’s schools.
The NTSA will be holding a complimentary on-demand recording for NTSA members only on the initiative on...
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By NTSA Net Staff 1/22/2019
You have a client that is struggling with their top-hat group. In Tech Talk, Susan Diehl addresses whether the client can allocate 0% to a non-performing executive or exclude the non-performing executive altogether.
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By NTSA Net Staff 1/22/2019
In MarketBeat, Lynn Knight presents Part II of a two-part series on this IRS relief. This installment focuses on relief provided under Notice 2018-95, in which the IRS provides relief to plan sponsors who improperly excluded part-time employees from participating in their 403(b) plan.
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By NTSA Net Staff 1/14/2019
In MarketBeat, John Iekel looks at a recent blog entry that argues that new year’s resolutions about physical fitness are not the only kind that should be made; it suggests that they should also include being ready for a plan audit by the IRS or Department of Labor.
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By NTSA Net Staff 1/14/2019
Tech Talk addresses whether there is a maximum age at which required minimum distributions must begin and beyond which can no longer be deferred.
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By NTSA Net Staff 1/8/2019
The National Tax-Deferred Savings Association has announced the finalists for its prestigious NTSA 2019 Elite Advisor Award.
The NTSA 2019 NTSA Elite Advisor Award will be presented during the Awards Luncheon at NTSA 30th Anniversary Summit at the Westin Tampa Waterside, Tampa, FL Jan. 27-29. 2019...
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By NTSA Net Staff 1/8/2019
The 30th Anniversary NTSA Summit is fast approaching! And the NTSA is pleased to announce that the summit, which will be held Jan. 27-29, 2019 in Tampa, will include a presentation by Dr. John Evans on the Art of WOW.
Evans, who is Executive Director of Knowledge LabsTM Professional Development...
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By NTSA Net Staff 1/8/2019
In Tech Talk, Susan Diehl tells whether there a sample election form for an executive who participates in a 457(b) plan and who would like to defer distribution until a later date.
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By NTSA Net Staff 1/8/2019
In Notice 2018-95, the IRS provides relief to plan sponsors who improperly excluded part-time employees from participating in their 403(b) plan. In Part I of a two-part MarketBeat series, Lynn Knight focuses on the universal availability rule for 403(b) plans.
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By NTSA Net Staff 1/7/2019
With retirement issues looming large in the 116th Congress, the American Retirement Association (ARA) has revamped its government affairs leadership team with two key additions, and the National Tax-Deferred Savings Association (NTSA) has a key addition as well.
Will Hansen joins in the new role...
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By NTSA Net Staff 1/7/2019
A new report finds some marked improvements among ERISA-covered 403(b) plans.
“The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2015,” released by BrightScope and the Investment Company Institute (ICI), found that total plan cost and mutual fund expense...
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By NTSA Net Staff 12/19/2018
Sen. Ron Wyden (D-OR), Ranking Member of the Senate Finance Committee, has introduced legislation that would permit 401(k), 403(b) and SIMPLE retirement plans to make matching contributions to workers as if their student loan payments were salary reduction contributions.
Earlier this year the IRS...
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By NTSA Net Staff 12/18/2018
The National Tax-Deferred Savings Association (NTSA) has named the 2019 recipient of its Bob D. Schiller Award. The NTSA 2019 Bob D. Schiller Award is presented to Susan J. Jennings for her lifetime achievements and meritorious service.
The NTSA Bob D. Schiller Award recognizes individuals who...
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By NTSA Net Staff 12/18/2018
A pastor for whom a church will be making monthly discretionary contributions, and who also does a lot of ministerial work for other churches, would like to start and participate in a 403(b) plan. In Tech Talk, Susan Diehl discusses the options that may be available.
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By NTSA Net Staff 12/18/2018
The NTSA’s 403(b) Advisor will not be published next Tuesday, Dec. 25 or Tuesday, Jan. 1, 2019, as the NTSA and American Retirement Association offices will be closed on both of those days.
The next edition of the 403(b) Advisor will be published on Tuesday, Jan. 8, 2019. Of course, we’ll...
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By NTSA Net Staff 12/18/2018
Estate planning is complicated and tricky; in MarketBeat, Richard Ford and Ellie Lowder suggest that naming the right beneficiary of an IRA is a simple, crucial, yet often misunderstood first step in planning a legacy.
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