NTSA Net Staff
By NTSA Net Staff 12/13/2017
The 2018 NTSA Elite Advisor Award will be presented at the Awards Luncheon during the NTSA Summit in Houston, TX Jan. 23-25. The 2018 NTSA Elite Advisor Award Semi-Finalists are:
Tana Barker, Inspire Financial Group, Richardson, TX; Broker-Dealer: PlanMember Services
Raymond Dunegan,...
READ MORE
By NTSA Net Staff 12/5/2017
Think you’re dealing with a stressful environment? It could be worse.
Astronaut Fred Haise knows something about stressful situations, based on his experience on Apollo 13.
Haise was slated to become the sixth human to walk on the Moon before circumstances interrupted that mission and created a...
READ MORE
By NTSA Net Staff 12/5/2017
You were a full-time employee and participated in the employer’s 403(b) plan; when you began working as a part-time employee, you didn’t log in 20 hours per week consistently thereafter. In Tech Talk, we address whether under the 20-hour work rule you are eligible to continue making contributions...
READ MORE
By NTSA Net Staff 11/28/2017
Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018!The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry, and themselves. It is the only national gathering of professionals in the 403(b) and...
READ MORE
By NTSA Net Staff 11/20/2017
If an ERISA-exempt 403(b) plan has been closed to new participants and that is indicated in their plan document, do they still need to send an Annual Meaningful Opportunity Notice? In Tech Talk, Susan Diehl tells us.
READ MORE
By NTSA Net Staff 11/14/2017
The Nutmeg State’s state-run auto-IRA plan for private sector workers isn’t going to be ready for business on Jan. 1, 2018 — no matter what retirement plan vendors may have told you.
In fact, Labor Commissioner Scott D. Jackson, Chair of the Connecticut Retirement Security Authority (CRSA), has...
READ MORE
By NTSA Net Staff 11/13/2017
Are churches exempt from the requirement that there be a plan document? In Tech Talk, Susan Diehl tells us.
READ MORE
By NTSA Net Staff 11/7/2017
This week the House Ways & Means Committee began marking up the 429-page “Tax Cuts and Jobs Act.” What will that mean for 403(b) plan advisors?
Find out what you need to know — and how to prepare for the changes that could be coming down the road — at the newly redesigned NTSA Summit.
In...
READ MORE
By NTSA Net Staff 11/1/2017
The implementation of the IRS’ 403(b) pre-approved plan program by a number of vendors has been delayed by at least one thorny issue which will cause concern for a number of 403(b) plan sponsors. In MarketBeat, Robert Toth discusses that issue.
READ MORE
By NTSA Net Staff 11/1/2017
Does the plan sponsor need to confirm an RMD had taken place and are there any additional steps the plan sponsor should take if unable to confirm the RMD was processed? In Tech Talk, Susan Diehl tells us.
READ MORE
By NTSA Net Staff 10/31/2017
On Nov. 1, the House GOP is expected to release its tax reform proposal, and it’s expected to include a number of significant changes for retirement plans.
Find out what you need to know — and how to prepare — for the changes that could be coming down the road at the newly redesigned NTSA Summit...
READ MORE
By NTSA Net Staff 10/30/2017
In its “How America Saves” 2017 report, mutual fund giant Vanguard makes it clear that adding a Roth option to the plan makes an important difference in improving participation in the plan. In MarketBeat, Richard H. Ford discusses the effects that adding that option can have.
READ MORE
By NTSA Net Staff 10/30/2017
If you can aggregate across 403(b) plans, what is the plan sponsor’s responsibility for confirming RMDs are processed? In Tech Talk, Susan Diehl tells us.
READ MORE
By NTSA Net Staff 10/23/2017
What’s the quickest, most effective way to catch up on the trends, tools and tips for your 403(b) and 457 focused-practice?Look, we know you’re busy — and that it’s hard to find time away from your practice. That’s why we have taken the NTSA Summit and redesigned it to maximize your information and...
READ MORE
By NTSA Net Staff 10/23/2017
Notifying 403(b) plan participants of annual additions limit rules under Internal Revenue Code Section 415(c) (415(c) annual additions limit) may not be just a best practice. In MarketBeat, Linda Segal Blinn writes that it may be an affirmative obligation in the employer’s 403(b) plan document.
READ MORE
By NTSA Net Staff 10/20/2017
In Tech Talk, Susan Diehl tells us whether the changes that allow loan repayments to be postponed until Dec. 31, 2018 also stop accrual of loan interest.
READ MORE
By NTSA Net Staff 10/16/2017
Internal Revenue Code Section 501(c)(3) organizations that sponsor an ERISA 403(b) plan may have to choose between terminating or freezing its 403(b) plan and sponsoring a 401(k) plan instead. In MarketBeat, Lynn Knight discusses a few advantages an ERISA 403(b) plan has compared to a 401(k) plan.
READ MORE
By NTSA Net Staff 10/16/2017
Is it possible to aggregate across different 403(b) plans or does the aggregation rule only apply to multiple accounts within the same plan? In Tech Talk, Susan Diehl tells us.
READ MORE
By NTSA Net Staff 10/9/2017
The Internal Revenue Code describes the tax-exempt organizations the federal tax rules recognize, but only employers that satisfy Section 501(c)(3) can sponsor a 403(b). In MarketBeat, Linda Segal Blinn discusses steps that will be helpful in determining whether a tax-exempt organization is a 501(c...
READ MORE
By NTSA Net Staff 10/9/2017
Do 403(b) plans have to use a calendar year? In Tech Talk, Susan Diehl tell us.
READ MORE
Pages
Advertisement