NTSA Net Staff
By NTSA Net Staff 8/7/2018
Do you know an NTSA Advisor who is among the ‘best of the best?’Nominations are now being accepted for the 2019 Elite Advisor Award, which will be presented at the 2019 NTSA Summit - 30th Anniversary, Jan. 27-29, 2019 at the Westin Tampa Waterside in Tampa, FL.To be eligible to participate in the...
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By NTSA Net Staff 8/6/2018
In Tech Talk, Susan Diehl offers her take on the application of the 403(b) universal availability requirement given a specific set of circumstances.
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By NTSA Net Staff 7/31/2018
Legislation has been introduced in the U.S. Senate that would give any worker not currently covered by an employer-sponsored retirement plan access to a new type of retirement savings account. And the funds from them could be rolled into 403(b)s.
The American Savings Act, first introduced in...
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By NTSA Net Staff 7/31/2018
In Tech Talk, Susan Diehl addresses whether a church that sponsors a “steeple church” plan will also be the sponsor of a plan that covers non-QCCO pre-school employees, and what that portends.
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By NTSA Net Staff 7/18/2018
Why do the instructions to Form 1099-R not include the distribution of excess deferrals from a governmental 457(b) plan? Would adjusting the Form W-2 be a suitable option? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 7/16/2018
Nominations are now being accepted for the National Tax-Deferred Savings Association (NTSA) 2019 Leadership Council (LC). At-Large LC members serve for one term of three calendar years.Please immediately email NTSA member Nominator and Nominee full contact information to NTSA staff, Elizabeth Duda...
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By NTSA Net Staff 7/10/2018
Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2019 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years.
The NTSA LC is responsible for overseeing the member-driven, non-public policy aspects of the NTSA, including...
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By NTSA Net Staff 7/9/2018
What can or must be done to reconcile the assets of missing retirement plan participants is subjective. In MarketBeat, Barbara Webb writes that state law treatment of such situations varies; in addition, the distinction between non-ERISA and ERISA plans makes a difference.
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By NTSA Net Staff 7/9/2018
A terminated participant who had established an IRA requests a direct rollover, but dies before the distribution request could be processed. In Tech Talk, Susan Diehl discusses what happens in such a circumstance.
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By NTSA Net Staff 7/3/2018
A lot has been happening in Washington and the state capitals. And the NTSA has been actively involved in representing your interests and those of the clients and participants you serve. Now in the NTSA Summer 2018 Advocacy Update, you will hear about these recent developments.Date: Wednesday, July...
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By NTSA Net Staff 7/3/2018
The PBGC, a federal agency created by ERISA to protect participants with benefits within a defined benefit plan, helps guarantee benefits to participants if the employer fails to make the required premiums. In MarketBeat. Kimberly Flett writes about the PBGC’s expansion of its Missing Participants...
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By NTSA Net Staff 7/3/2018
A steeple church has a pre-school that is a participating non-qualified church-controlled organization. The pre-school is under the EIN of the church. In Tech Talk, Susan Diehl discusses what that means regarding sponsorship of the plans and more.
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By NTSA Net Staff 6/25/2018
If you have pre-approved 403b plans, how do you amend them to include dual status language? In Tech Talk, Susan Diehl addresses this, as well as whether doing so would cause the plan to lose its pre-approved status.
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By NTSA Net Staff 6/19/2018
What do you do if things have changed a great deal since you entered the financial services industry? In MarketBeat, Brad Corbin argues that one way to adapt to the changing world of the 403(b) is to take control of it by careful business planning and disciplined implementation, and outlines a four...
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By NTSA Net Staff 6/19/2018
Suppose your pre-approved 403(b) plan does not exclude residents of Puerto Rico, but your PPA defined contribution plan does. What do you do? In Tech Talk, Susan Diehl discusses what can be done in such a situation.
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By NTSA Net Staff 6/11/2018
As a 403(b) advisor, if you’re able to implement a set of best practices in the plans you serve, then everyone wins: you, the employer and the existing participants. In MarketBeat, Jim Phillips offers simple, practical ideas he argues will improve an advisor’s value in a crowded 403(b) marketplace...
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By NTSA Net Staff 6/11/2018
How can one make a charitable donation with a required minimum distribution (RMD) from a 403b? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 6/5/2018
2018 NTSA Summit Coverage
The 2018 NTSA Summit was held Jan. 21-23 in Houston, TX. Read our news coverage of the event at the following links:
HSAs and Retirement: A Benefits Crossroads
Navigating the Transaction Trail
2018 Elite Advisor, Schiller Award Winners Honored at NTSA Summit...
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By NTSA Net Staff 6/5/2018
Suppose you’re a young advisor looking for any way to build my business — or a not-so-young advisor who wants to do the same thing. In MarketBeat, George Webber argues that seminar presentations are a great way to market your services and offers tips for using them.
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By NTSA Net Staff 6/5/2018
A non-profit entity has a 401(k) plan and qualifies to sponsor a 403(b) plan. In Tech Talk, Susan Diehl tells us if it may do so under a set of specific circumstances.
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