Advocacy
Greetings and Happy New Year NTSA members, strategic partners and sponsors! I hope your holidays were filled with family, friends, joy and well-earned rest.
As we turn the page on the calendar, new challenges and opportunities await us in 2021. Just like 2020, continuing to thoughtfully and...
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After a quarter century in the service of American retirement savers, I am stepping down as Executive Director of the NTSA and moving on to continue this mission with PlanMember Financial Corporation.
Over the years, I have had the honor of working with the dedicated staff at the American...
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In a Nov. 17 comment letter on the Department of Labor’s interim final rule on lifetime income illustrations (LIIs), the American Retirement Association offers support for the rule, but recommends changes in certain key areas.
“The ARA believes that the IFR strikes the right balance with...
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The American Retirement Association (ARA) has submitted a comment letter to the IRS about long-term, part-time (LTPT) employees.
The Nov. 2 letter was in response to the IRS invitation in Notice 2020-68 regarding how to reduce potential administrative burdens related to counting years of service...
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In response to the Department of Labor’s proposed rule addressing fiduciary duties concerning proxy voting, the Plan Sponsor Council of America says that its “primary concern” is that it is “not needed.”
“Existing guidance regarding fiduciaries’ duties relating to securities held in portfolios of...
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The American Retirement Association (ARA) submitted a statement to the Senate Special Committee on Aging for the record in connection with its hearing, “Women and Retirement: Unique Challenges and Opportunities to Pave a Brighter Future.”
“Women face a series of interconnected issues that make...
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NTSA is always providing information and insights that will be valuable to its members! Following is information about NTSA webcasts.
Recorded Webcasts
NTSA webcasts are recorded! Following are NTSA webcasts that are available.
Race and Equality in School District
Available Until...
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On Aug. 26, Women’s Equality Day, the American Retirement Association announced the creation of a Women in Retirement Council to provide stewardship and support of Women’s Issues within the organization.
Long a proponent of, and advocate for, women’s voices in the retirement plan industry, the...
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It looks like we’ll have to wait a little longer to find out whether Congress and the Trump administration include retirement plan relief in the next round of economic relief to address the ongoing COVID-19 pandemic.
The Democrat-controlled House has been deadlocked with the Republican-...
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The IRS has announced that it is extending relief to plan participants whose spouses are laid off and that take COVID-related distributions or loans from their retirement accounts, as well as new safe harbors for loan repayments.
In Notice 2020-50, issued on June 19, the IRS expands the categories...
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The ARA, in a May 18 joint letter with the Investment Company Institute (ICI) to William Evans, Attorney-Advisor at Treasury’s Office of Benefits Tax Counsel, has reiterated several points discussed during a March 24 teleconference concerning in-kind distribution of custodial accounts upon...
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The American Retirement Association (ARA) in a May 11 letter to Eric Slack, Director of the IRS Office of Employee Plans, has recommended recommend improvements in the interim amendment process for pre-approved plan documents
In December 2019, the letter notes, during a conference call relating to...
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Updated July 7, 2020
NTSA provides extensive coverage concerning a host of aspects of the pandemic and its consequences for plan sponsors, administrators, service providers and participants. This includes how developments resulting from it have affected plans and participants, and how they can...
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In Part III of the 12th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2017 Elite Advisor Michael Cayen, a registered representative with M3 Investment Services and a registered retirement counselor. They discuss what the NTSA means to Cayen.
In Part I, Aranowitz and...
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A common question regarding the CARES Act distribution, loan and required minimum distribution (RMD) waiver provisions[1] is whether these provisions are optional or mandatory. In most cases, they are optional—but in the retirement world there are very few questions where a short answer will...
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Questions regarding the administration of the CARES Act have been pouring in—and we’ve got answers!
As part of a series of recent webcasts, we have received a large number of questions from our members regarding key operational and administrative aspects of the Coronavirus Aid, Relief and Economic...
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n March 31, the American Retirement Association (ARA) provided an expert discussion of the key elements in the Coronavirus Aid, Relief and Economic Security (CARES) Act in a special webcast.
The ARA’s Retirement Education Counsel Robert Richter, Director of Technical Education Bob Kaplan and Marty...
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Amidst the ongoing COVID-19 crisis, the American Retirement Association has been working diligently to push for commonsense solutions that provide Americans with the funds necessary to provide for themselves and their families while at the same time protect the private employer-sponsored retirement...
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The American Retirement Association (ARA) on March 30 requested relief from the Department of Labor’s Employee Benefits Security Administration (EBSA) on certain ERISA notice and disclosure requirements. The ARA made the request in a March 30 letter to the Honorable Preston Rutledge, DOL Assistant...
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President Trump on March 27 signed into law the sweeping $2.2 trillion stimulus bill that includes retirement relief provisions supported by the American Retirement Association.
It wasn’t easy—or at least not as easy as it might have been—but the signing of the Coronavirus, Aid, Relief and...
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