Service Providers
One of the two enduring features of the NTSA Advisor is MarketBeat, which appears weekly and offers analysis of a matter relevant to, and important to, NTSA members and those whom they serve.
In fact, MarketBeat pre-dates the Advisor, having been made available to members in other forms before...
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The American Retirement Association (ARA) in a May 25 comment letter has made recommendations to the IRS concerning the proposed required minimum distributions (RMD) regulations issued in February 2022, including that the IRS delay the effective date of the regulations when they are in final form...
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Tech Talk discusses what surrender fees are and how they work.
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Hurricane season is looming on the horizon, but that is just one of the natural disasters that can affect a retirement plan and its sponsor. The IRS has issued some tips to aid in being ready for any eventuality.
Documents
Place original documents inside waterproof containers in a secure space...
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Tech Talk discusses the service providers with which 403(b) sponsors work to handle one or more aspects of managing the plan.
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The Retirement Income Consortium has launched—with the “shared goal of supporting greater access for workers to retirement income solutions”—and the American Retirement Association is a member.
The Consortium, launched by Broadridge Financial Solutions, is focused on helping acceleration of the...
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Vermont Gov. Phil Scott (R) on May 2 vetoed legislation that included provisions that would have made changes to pension benefits of members of the Vermont State Teachers’ Retirement System (VSTRS). Scott said in a letter to Secretary of the Senate John Bloomer that while the bill “takes some...
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Exercising fiduciary duty entails a variety of functions—including maintaining and periodically reviewing documents and documentation. In MarketBeat, John Iekel writes about a recent blog entry that reminds that documentation means more than just keeping documents.
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Tech Talk discusses investment options for 403(b) plans, which generally are more limited than they are for other qualified retirement plans.
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Vestwell has been selected as the vendor that will administer the Colorado Secure Savings Program and New Mexico Work and $ave, the state-run retirement plans that provide retirement plan coverage for employees in those states whose employers do not.
Vestwell announced that it won a competitive...
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Emboldened by starting to save at an earlier age, Millennials apparently have an evolving vision of what it means to retire, with an emphasis on flexibility and lifestyle, according to a new study by Schwab.
Among the key findings in the firm’s new Retirement Reimagined Study is that while...
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Baby Boomers, the oldest part of the workforce, and Millennials, who make up the bulk of the young part of the workforce, are separated by more than age. They have somewhat different takes on saving and retirement—but not entirely in ways one may expect.
Some of the differences reported by the...
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Why should the rules that determine how and how much a person can save for retirement be different depending on whether the person works for a government entity, a nonprofit or a for-profit employer? People are people, and their retirement needs are not different based on what type of entity...
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Today is your last chance to participate in NTSA's first 2022 Member Survey.
This one concerns volunteerism, both in your community and as a corporate citizen, serving as an NTSA and industry representative in the best way possible.
And in the process—think about volunteering with and for the...
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Join NTSA in congratulating Adam Pearce’s ongoing volunteerism with NTSA and his commitment to local community volunteerism. Pearce received the NTSA 2021 Richard Ford Volunteer Service Award for his lifetime service, both with NTSA and in Phoenix, AZ.
“What I found on my journey with NTSA is that...
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Choosing the right technology and integrating it into your practice smartly can turbocharge your business. In MarketBeat, John Ortman writes about a workshop at which tech-savvy execs explained how.
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Spurred by the recent cryptocurrency “compliance assistance release,” nearly a dozen industry trade groups—including the U.S. Chamber of Commerce—have expressed concern about “a trend at EBSA away from rulemaking based on a robust notice and comment process.”
While the cryptocurrency CAR may have...
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It is important for the employer to know the differences between an IRS model 5305-SEP or a prototype simplified employee pension (SEP) plan for a number of reasons. Do they have another plan? Do they want to provide the same percentage of contributions for all employees? Does the Employer “own”...
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Your NTSA is a membership organization that supports industry volunteer collaboration and is committed to corporate social responsibility in the communities we serve.
We need to hear from you about your community service—and maybe you'll volunteer to also spread the NTSA mission!
Click here. It...
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Both group and individual custodial agreements can have many of the same participant features such as accepting both employer and employee contributions, allowing for participant loans and hardship withdrawals, etc. The biggest differences between the two types of agreements are the level of...
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