NTSA Net Staff
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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By NTSA Net Staff 5/29/2018
FPS Group, LLC has become the newest NTSA Strategic Partner, joining the other premier 403(b) and 457 plan broker dealers, RIAs, TPAs, agencies and mutual fund and annuity companies that comprise that group.
FPS Group makes custody and safekeeping, recordkeeping, tax reporting, income collection,...
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By NTSA Net Staff 5/25/2018
Suppose a church plan employer consists of three components; what happens if all employees are paid under the same EIN? In Tech Talk, Susan Diehl offers some answers.
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By NTSA Net Staff 5/22/2018
An upcoming NTSA webcast will take a closer look at business succession for advisers who are considering retiring.
Thursday, May 31, 2018
2:00-2:50 p.m. ET
Speaker: Ron Culverson, First VP, Sales; and Kevin Twohy, Regional First VP, Partner Development, PlanMember Securities
Do you have a...
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By NTSA Net Staff 5/21/2018
There has been increasing interest in the market to put together Multiple Employer Plans for 403(b) plans, and with good reasons. In MarketBeat, Robert Toth writes that tax-exempt entities are really well-suited to the sorts of economies of scale that a MEP can bring, but a 403(b) MEP is “really...
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By NTSA Net Staff 5/18/2018
A state’s law requires governmental 457 plans to obtain a private letter ruling (PLR) from the IRS or have a document that relies upon one. In Tech Talk, Susan Diehl tell us how one can obtain such a document.
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By NTSA Net Staff 5/15/2018
A continuing confusion regarding how Internal Revenue Code Section 401(a) rules apply to 403(b) plans involves the reporting rules related to the correction and reporting on the Form 5500 of one of the most common errors in any elective deferral plan: the late deposit of those deferrals into the...
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By NTSA Net Staff 5/15/2018
If a plan is drafted retroactive to Jan. 1, 2010, but with the current plan provisions reflected in the adoption agreement, what is the best practice for completing the Special Effective Dates Addendum/Appendix? In Tech Talk, Susan Diehl gives us some ideas.
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By NTSA Net Staff 5/8/2018
In MarketBeat, Bill Fisher, Chairman of the NTSA Professional Education Committee sat down with Jerry Miletics of AXA Advisors, LLC to talk about advocacy and practice development. The result illustrates how they are connected, and how it really is all about relationships.
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By NTSA Net Staff 5/8/2018
The Wisconsin Association of Independent Colleges and Universities (WAICU) has partnered with Transamerica to create a 403(b) multiple employer plan (MEP).
The WAICU is comprised of 24 independent colleges and universities. According to a Transamerica press release, the new MEP could have more...
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By NTSA Net Staff 5/7/2018
You have a client with defaulted loans on a fixed annuity. He has been told that when he takes a full distribution, the defaulted loan and the accrued interest will be reportable as a taxable distribution. In Tech Talk, Susan Diehl tells us whether it is correct that he would, in effect, pay taxes...
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By NTSA Net Staff 4/27/2018
On April 26, 2018, the IRS issued Revenue Procedure (Rev. Proc.) 2018-27 which increased the health savings account (HSA) family coverage contribution back to $6,900 for 2018. Previously, Revenue Procedure 2018-18 had announced a reduction in the limit to $6,850 (a $50 difference). In MarketBeat,...
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By NTSA Net Staff 4/27/2018
When a 403(b) plan has automatic enrollment, when must the employer start automatic withholding? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 4/24/2018
By 2030, all Baby Boomers will be at least age 65 and more than likely drawing income on their Social Security record, and more than one in five Americans will be of retirement age. In MarketBeat, Frank Owen offers some thoughts on Social Security and how to address the challenges it faces.
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By NTSA Net Staff 4/24/2018
You have a client with an existing 403(b) fixed annuity with a deemed loan against it who would like to transfer the annuity and re-invest in mutual funds within a 403(b) held by an approved vendor in the school district. Would the policy holder be able to roll the entire annuity account balance,...
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By NTSA Net Staff 4/16/2018
Many questions can arise concerning vendors and investment arrangements that need to be listed on pre-approved 403(b) restatements. In Tech Talk, Susan Diehl answers a variety of them.
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By NTSA Net Staff 4/4/2018
After saving the date for your attendance at the NTSA Summit, consider ranking and or contributing topics that could help shape the conference. We have launched an innovative online polling tool to ultimately compile the best ideas for session topics at the conference.Here’s how it works: The...
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By NTSA Net Staff 4/3/2018
Is double dipping is no longer allowed within 403(b) and 457 plans? And is the rule allowing employer contributions to an employee’s 403(b) for up to five years after termination of employment still in force? In Tech Talk, Susan Diehl tells us.
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