Inside NTSA
Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings.What’s the Issue?The tax...
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Nominations are now being accepted for the American Retirement Association’s 2018 Board of Directors. Elected at-large members of the Board of Directors serve for one term of three calendar years.Nominees must be nominated by at least two members to be considered. To view the nomination form, click...
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Please be aware that we are performing system maintenance on Saturday, May 13, 2017 from 7:30-10:30 pm ET. Your ability to log into your account, access purchased learning materials (including the ERISA Outline Book) and access the Marketplace to make new purchases (including conference...
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Among other changes, the American Retirement Association has requested that the Labor Department change the Best Interest Contract (BIC) Exemption to eliminate reliance on the plaintiffs’ bar as an enforcement mechanism. Perhaps the most controversial aspect of the current fiduciary regulation is...
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The American Retirement Association has joined as a founding member of the Save Our Savings (SOS) Coalition, an alliance dedicated to protecting Americans’ retirement savings. The SOS Coalition will work to ensure Americans continue to have access to the private sector retirement system and to...
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The American Retirement Association on Feb. 21 sent a letter to the Oregon State Treasury containing its comments on the Oregon Retirement Savings Plan (ORSP), also known as OregonSaves. The ARA thanked the Oregon Treasury and the Oregon Retirement Savings Board for its work on the proposed rules...
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The four finalists for the 2017 NTSA Elite Advisor Award, including the winners, were honored in a ceremony at the NTSA 403(b) Masters Summit on Jan. 26.The four winners of the 2017 award are: Michael Cayen, CRC, M3 Investment Services, Royal Oak, MI Scott Hayes, CFA, CPFA, TPGC, ISC Group, Inc.,...
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A Joker is taking over Gotham City. Known as the New York City Nest Egg Plan, it is an ambitious attempt to close the retirement plan coverage gap for residents of the largest city in the United States. But instead of focusing squarely on the coverage issue — which remains a legitimate concern for...
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The National Tax-deferred Savings Association has announced the 2017 finalists for its prestigious NTSA Elite Advisor Award.
The 2017 NTSA Elite Advisor Award will be presented at a general session during the 2017 NTSA 403(b) Masters Summit in Carefree, Ariz. Jan. 25-27, 2017. The 2017 NTSA Elite...
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The IRS on Jan. 13 announced that the last day of the remedial amendment period (RAP) for 403(b) plans is March 31, 2020. The American Retirement Association had recommended in a Feb. 23, 2016 letter to the IRS that it provide an initial restatement period of three years for employers adopting pre-...
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The IRS on Jan. 13 announced that the last day of the remedial amendment period (RAP) for 403(b) plans is March 31, 2020. The American Retirement Association had recommended in a Feb. 23, 2016 letter to the IRS that it provide an initial restatement period of three years for employers adopting pre-...
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A new year has begun — and 2017 is anticipated to be a year of change. In MarketBeat, Ellie Lowder suggests that attending the NTSA Master’s Summit will be a simple way to lay a firm foundation for it to be a success.
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The 403(b) Advisor will not appear on Tuesday, Dec. 27 as the NTSA office will be closed. We’ll be back on Tuesday, Jan. 3. We wish you happy holidays, and offer some little-known facts concerning the holiday season. Unofficial Christmas truces sprang up along the Western Front in 1914, the first...
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The 403(b) Advisor will not appear on Tuesday, Dec. 27 as the NTSA office will be closed. We’ll be back on Tuesday, Jan. 3. We wish you happy holidays, and offer some little-known facts concerning the holiday season. Unofficial Christmas truces sprang up along the Western Front in 1914, the first...
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The 2017 NTSA Elite Advisor Award will be presented at a general session during the NTSA 403(b) Masters Summit in Carefree, AZ, Jan. 25-27. The 2017 NTSA Elite Advisor Award semi-finalists are: Michael Cayen, Investment Services, Royal Oak, MI Peggy Dougherty, Lincoln Investment, Peabody, MA...
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NTSA is always providing information and insights that will be valuable to its members! Following is a summary of upcoming webcasts and events.
NTSA Webcast: Fall 2016: What’s New That Impacts You?
Wednesday, Nov. 16, 2016
2:00 - 3:00 p.m. ET
Speakers: Susan D. Diehl, QPA, CPC, President, PenServ...
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The 2017 403(b) Masters Summit, to be held Jan. 25-27, 2017 in Carefree, Ariz., features an agenda planned by fellow NTSA members to help make the most of the new frontier and the opportunities it offers. The agenda includes four unique, progressive modules:
Fiduciary NOW! Why Not?
...
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On Sept. 27, 2016, the American Retirement Association Government Affairs Committee (ARA GAC) filed a comment letter in response to a proposed regulation promulgated by the Department of Labor that would expand the non-ERISA safe harbor to payroll deduction savings arrangements mandated by the laws...
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Nominations are now being accepted for the 2017 Elite Advisor Award, which will be presented at the 2017 NTSA 403(b) Masters Summit, Jan. 25-27, 2017 at the Carefree Resort & Conference Center in Carefree, AZ.NTSA Elite Advisors will receive: recognition at the NTSA 403(b) Masters Summit;...
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The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices.The IRA Fiduciary Adviser education program is designed to prepare advisers for a continuously shifting regulatory environment. The...
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