Service Providers
Tech Talk discusses the kinds of administrative and investment fees that might be charged to a 403(b) plan.
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Past behavioral economics research demonstrating that nudges can be a potent tool for increasing savings rates, notes Ted Godbout in MarketBeat, writing that the results of a recent study suggest that fresh start framing can be an effective nudge.
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The NTSA honors the lifetime service of Philip Kim, CFP®, ChFC, CLU, RICP®, CRES, Signature Wealth Concepts, Scottsdale, AZ, with its 2022 Richard Ford Volunteer Service Award.
Phil excels in his NTSA leadership, chairing the meaningful Certified Retirement Education Specialist (CRES) project and...
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The collective balance of the 403(b)s in the education sector rose steadily over a decade, but fees blunt the effect of that growth, the Government Accountability Office (GAO) suggests in a recent study.
In “Defined Contribution Plans:403(b) Investment Options, Fees, and Other Characteristics...
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We all like to look up to role models, and the NTSA is no different. The NTSA sponsors the prestigious lifetime service awards—the NTSA 2023 Richard Ford Volunteer Service Awards. Their nomination period is in April 2022—but it has already started!
Know the few, the extraordinary, the innovative,...
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A new analysis by PGIM looks at how participants responded, particularly considering the significant structural changes in the DC space since the last major market shock in 2008.
More specifically, the firm set out to understand both the impact of professionally managed portfolios and in-plan...
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Timeliness matters regarding a plan audit. But if you think that just means having everything ready on time, you may already be too late. In MarketBeat, John Iekel writes about a recent blog entry that argues that the time to be concerned about timeliness is well before the date of a plan audit.
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The IRS announced on March 25 that it has suspended issuance of delinquent notices to a variety of filers, including retirement plans. These are notices generally mailed to tax-exempt or governmental entities in case of a delinquent return.
Among the notices covered by the announcement are: ...
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The Certified Retirement Education Specialist (CRES) is a certification through the NTSA that is gaining acceptance at a rapid pace. The three-hour certificate course is designed to promote education of employee’s retirement planning options and improve participation in 403(b)s.
School districts...
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Meet Lisa Stubbs, CRES, of Security Benefit, whom the NTSA honored with its inaugural NTSA 2020 Richard Ford Volunteer Service Award.
Regarding community service, Lisa says, “Community service is my passion. It is my desire to make a difference in the lives of people, especially children....
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In MarketBeat, Ted Godbout writes about a new paper that outlines plan features and strategies that can help bolster savings for underserved workers and can help plan sponsors that wonder what they can do to help diverse workers increase their retirement savings.
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After passing in the state House of Representatives, legislation that would affect retirement plan professionals and participants in a variety of ways is now before the state Senate.
H.B. 8, whose primary sponsor is Rep. Jason Petrie (R-Logan), passed the House on March 4 by a 67-23 margin just a...
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The Security Benefit Corporation on March 17 announced that Mike Kiley is retiring as Chief Executive Officer after 12 years. He will continue to serve as Chairman of Security Benefit Life Insurance Company Board of Directors after his resignation becomes effective.
Kiley joined the company in...
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Tamara L. Indianer, CFP®, AIF®, CRES, Lincoln Investment, represents the best of NTSA, which her father, Paul Indianer began 33 years ago! Both are pillars of their communities and of NTSA.
Tamara provides some insight on her service: “Our adopted son was diagnosed with neurofibromatosis (NF). The...
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The $1.5 trillion budget bill passed by Congress this week includes budget boosts for the Employee Benefits Security Administration (EBSA) and the IRS—but bipartisan retirement legislation apparently will have to wait for another day.
On March 9, the House of Representatives passed, by a vote...
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The recent 2022 NTSA Summit provided a unique opportunity to connect and also to gain from the insights of industry experts. Following is a quick rundown of our coverage of the event.
NTSA Leadership
Flagg Thanked for Her Service as 2021 NTSA President https://www.ntsa-net.org/news-resources/...
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Citing the dramatic growth in markets for digital assets with profound implications for consumers, investors and businesses, an Executive Order has been issued calling for the “responsible development of digital assets.”
The March 9 Executive Order appears to call on nearly every federal agency...
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Editor’s Note: This is the first in an occasional series of articles featuring recipients of NTSA recognition for service, excellent service to clients, and contributions to the retirement industry.
NTSA honors Nathan J. Glassey, TGPC, QKA, CRES, not only for his NTSA volunteerism, but also for...
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Industry experts who have been headliners in crafting and leading collaboration to expand access to retirement plan coverage led a panel discussion at the recent NTSA Summit concerning forming partnerships and how effective that can be.
Panelists included Tamara Indianer, CRES, AIF®, CFP®,...
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The Cycle 3 defined contribution pre-approved plan restatement deadline is coming: July 31, 2022. But there is more to restatements than that.
That looming deadline means that “now is the time” to focus on updating 401(k) and other plans—including profit-sharing, money purchase and employee stock...
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