Inside NTSA

The American Retirement Association (ARA) on June 7 submitted a comment letter to the IRS on the retirement benefits-related items on its priority guidance plan for 2016-2017. The IRS in Notice 2016-26 had invited such comments.The ARA says that it believes that “each and every” one of those items... READ MORE

The Labor Department’s fiduciary regulation will have a huge impact on advisers that work with IRAs. To better understand the impact of these new rules, the National Tax-Deferred Savings Association (NTSA) is conducting a study about how financial advisers work with IRA investors, the knowledge and... READ MORE

After a five-month comment period, four days of public hearings, more than 3,000 comment letters, some 300,000 petitions, and more than 100 meetings with stakeholders, nearly a year to the day that the Department of Labor (DOL) unveiled its “Conflicts of Interest” proposal, we have a final... READ MORE

The long-awaited and controversial final DOL regulation redefining an investment advice fiduciary is out. This regulation will significantly affect how advisors work with plan sponsors, plan participants and IRA owners. NTSA will be holding a complimentary webcast to help 403(b) advisors understand... READ MORE

The 2016 election is still months away, but talk of tax reform — and its potential to undermine incentives for retirement savings — is “back” on Capitol Hill.The Chairman of the House Ways & Means Committee, Kevin Brady (R-Texas) intends to lay the groundwork for tax reform this year, so that a... READ MORE

The American Retirement Association Annual Business Meeting will be held on Sunday, Apr. 17, 2016, during the 2016 NAPA 401(k) SUMMIT in Nashville.The Annual Business Meeting will include an address by American Retirement Association’s 2016 President, Marcy L. Supovitz, CPC, QPA, QKA, CPFA. All... READ MORE

The NTSA Best Practices Manual has been in use for more than five years to help establish consistency in handling compliance procedures and to help the industry and plan sponsors meet regulatory requirements. In MarketBeat, Ellie Lowder gives us a look at the discussions at the recent NTSA Masters... READ MORE

Have you ever attended a conference session about using social media and walked away thinking that when you got back to your office you weren't going to be allowed to do any of the stuff you just learned? Or worse, that you didn't really understand what any of it meant to begin with?This year’s 403... READ MORE

Join your fellow industry leaders and innovators at this year’s 403(b) Masters Summit Jan. 21-23, 2016 at the Lowes Ventana Canyon Resort in Tucson, Ariz. The Summit will revolve around three key elements:1. Growing Your Business;2. Market Updates & Investment Strategies; and3. Optimizing Your... READ MORE