Practice Management
The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer since the start of the NTSA; it honors and promotes NTSA members’ volunteer and service work. In Part III of a special, three-part...
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NTSA is always providing information and insights that will be valuable to its members!
The pandemic has forced many advisors to implement technology quickly into their practice, whether they were ready or not. In addition, it has also validated that technology is a viable method to deliver...
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In MarketBeat, John Iekel discusses a recent blog entry that argues that cyber breaches of retirement plans put more than participants at risk—they also put plan sponsors at risk of fiduciary liability.
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Technically, it is the plan sponsor (or employer) who has the responsibility for the actual day-to-day administrative functions of the 403(b) plan, or for choosing the plan administrator, called a TPA (third party administrator).
Even with a TPA, the employer will always be the one that can be...
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The NTSA Richard Ford Volunteer Service Award is established in honor of the unique, lifelong volunteer efforts of Richard Ford, a lively and dedicated NTSA volunteer since the start of the NTSA; it honors and promotes NTSA members’ volunteer and service work. In Part II of a special, three-part...
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Long weekend notwithstanding, chances are you’ve not yet delved deeply into the Labor Department’s final rule on default electronic disclosure. Regardless, here are some things you might have missed.
The much-anticipated final rule was rolled out early on the morning of May 21. While “...
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Plan administration can be overwhelming to an employer. There are many moving parts to the day-to-day administration of a 403(b) plan. Here are some basic rules to follow:
Follow the terms of the plan. Employers must operate their 403(b) plans according to their written programs or the plans...
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Using a third-party administrator assures the employer that procedures are in place to comply with the IRS regulations. Further, the TPA assists employers with the ability to comply with the universal availability requirements through educational programs for employees and periodic in-depth notices...
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Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In Part II of a special, two-part NTSA WOWcast series—Cyber Selling and Servicing—NTSA Past President Randy Aranowitz continues his discussion with...
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A $3 trillion stimulus bill released by House Democrats includes retirement provisions advocated by the American Retirement Association—and a whole lot more—though its passage is anything but certain.
The mammoth 1,800-page bill runs the gamut from providing nearly $1 trillion to state and...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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In response to the logistical challenges created by the Coronavirus pandemic, some states are taking steps to authorize virtual notarization.
Given the unprecedented circumstances and the various notary-based requirements to conduct business transactions in person, these developments could be...
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In MarketBeat, John Iekel discusses a blog entry concerning the unique roles of investment committees and outsourced chief investment officers in pursuing and implementing strategies for the investment of plan assets.
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Part II of a two-part WOWcast series—Cyber Selling and Servicing—is coming. Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In this special WOWcast series, a panel of exceptional individuals share...
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Just when you thought the rules around COVID-19 distributions couldn’t get any more complicated…
For many households, “COVID-19 distributions” from qualified plans and IRAs may be a welcome backstop against financial challenges of the Coronavirus pandemic. The general rule is that a COVID-19...
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Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In Part I of a special, two-part NTSA WOWcast series—Cyber Selling and Servicing—NTSA Past President Randy Aranowitz discusses with a panel of...
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Communicating with retirement plan participants is always important; and aside from law and regulation requiring it, such communications can serve participants well and help make a retirement plan more effective and meaningful. But doing so during a pandemic poses challenges and can require...
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We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!
You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session...
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The NTSA is offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and leadership...
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Under the Department of Labor’s 2012 final rule to improve transparency of fees and expenses to plan participants, investment-related information also must be provided. This category contains several subcategories of core information about each investment option under the plan, including the...
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