NTSA Net Staff

What are the rules regarding the timing of the special catch up provision for 457 plans? In Tech Talk, Ellie Lowder discusses the rules and how they apply to a specific scenario. READ MORE

The IRS on Aug. 25 released a draft version of the Form 5500-EZ to be used in benefit plan reporting — which includes 403(b) plans — concerning 2015. The draft is for informational purposes only, however; it is not to be used for reporting.The IRS revised it to require reporting the number of... READ MORE

The Department of Labor (DOL) stands ready to assist state governments when they work to establish public retirement plans for private-sector workers, regardless of whether those plans are covered by ERISA, according to EBSA chief Phyllis Borzi.The White House set the tone with President Obama’s... READ MORE

A client with an orphan 403(b) account wants to roll it over into an IRA, but the company holding it has refused her request unless the employer authorizes the rollover. In Tech Talk, Ellie Lowder tell us what the client can do to complete the rollover. READ MORE

Calling it a “game changer,” NTSA Executive Director Chris DeGrassi and American Retirement Association CEO Brian Graff offered their takes on the Department of Labor’s proposed fiduciary rule in an Aug. 18 webcast, “The DOL Fiduciary Rule: What’s Next.”Prospective Application, But…One way the rule... READ MORE

A recent ruling on remand in the long-running Tussey v. ABB litigation, which favored the fiduciaries, was largely under the radar screen. In MarketBeat, Farhad Mirzada offers a look at the recent developments. READ MORE

Require general partners to do a better job of disclosing private equity fees. That’s the message that treasurers from states in every region of the United States, as well as two of its largest cities, sent to Securities and Exchange Commission Chair Mary Jo White in a recent letter.The treasurers... READ MORE

The IRS has issued IRA required minimum distribution (RMD) worksheets for figuring this year’s required withdrawals from traditional IRAs. One of the worksheets concerns RMDs from traditional IRAs, and the other concerns RMDs if a spouse who is more than 10 years younger than the IRA holder is the... READ MORE

The debate over how to address the problems facing the Keystone State’s pension woes appears deadlocked. But try, try again — a bill has been reintroduced in the state House of Representatives in the wake of a recent veto of pension reform legislation.Ray Harmon, Government Affairs Counsel for NTSA... READ MORE