Skip to main content

You are here

Service Providers

Communicating with participants is, well, required. But more than that, it’s central to helping participants make the most of their participation in a plan. In MarketBeat, John Iekel writes about an industry insider’s argument that it is best to use an approach that is clear and presents... READ MORE
The study of history is a passion of mine, and while it seems a bit trite, the old adage that those who don’t remember the past are doomed to repeat it seems more apropos by the day. Regardless, I never cease to be touched by the experience of walking the grounds where famous individuals or great... READ MORE
There is a broad array of plans from which an employer and plan sponsor can choose. In a 2021 NTSA Summit workshop session, an industry expert offered an overview, with a special focus on 430(b) and 457 plans. Nathan Glassey, Vice President, National Benefit Services, set the table by looking at... READ MORE
Which is better? It depends! That’s the verdict from an industry insider who compared and contrasted the two in a June 29 session of the 2021 NTSA Summit.  “A vexing issue,” said Mark Heisler, CEO of ADMIN Partners, LLC, of the question. Not only that, he said, it is “probably the number one... READ MORE
Any profession must bring in new members in order to thrive, and the retirement industry is no different. A panel of young industry professionals shared their experience and their ideas on how to attract their peers to become part of the effort to help employees prepare for a secure retirement and... READ MORE
The 403(b) has an importance beyond what most imagine, panelists in a June 29 session of the 2021 NTSA Summit reminded attendees. “To know where we are is to know where we have been,” said Bob Architect, who from 1975 to 2009 served as senior tax law specialist with the Employee Plans Division of... READ MORE
The education sector of the retirement plan market is in a period of marked transformation, and an expert panel in a June 28 session of the 2021 NTSA Summit offered their insights on these trends and what they mean.  David Lewis, Executive Director of the Association of School Business Officials (... READ MORE
There is plenty of activity on Capitol Hill, but it comes amid a climate that creates challenges for the retirement industry, noted American Retirement Association CEO Brian Graff in a June 29 general session of the NTSA Summit.  The environment now is very different, remarked Graff. There is a... READ MORE
Have you registered for the NTSA Virtual Summit? If not, this week is your last chance! This year’s sessions will include:  The state of the retirement markets — hosted by Mr. 403(b)! Using retirement funds to pay for living expenses during hardship. How to attract, motivate, and retain... READ MORE
Tech Talk addresses what one should discuss with a participant regarding the contribution level for a retirement account. READ MORE
In a recent webinar, an industry expert offered some insights on cybersecurity in light of the Department of Labor’s (DOL) recent guidance on cybersecurity.  Speaker Mark Strosahl, Business Information Security Officer at Principal Financial, set the table by noting that Infosecurity Magazine has... READ MORE
Publicly traded companies would be required to disclose to shareholders certain environmental, social, and governance (ESG) metrics under legislation narrowly approved by the House of Representatives.  The House approved the Corporate Governance Improvement and Investor Protection Act (H.R. 1187) ... READ MORE
In a recent Plan Sponsor Council of America (PSCA) webcast, industry experts offered ways to approach employees concerning HSAs and strategies that can help in improving how effective they are in helping them meet their current and future needs.   Panelists in the June 10 webinar “HSA Thought... READ MORE
The U.S. Department of Justice has filed a civil antitrust lawsuit to block a merger that it says “threatens to eliminate competition, raise prices, and reduce innovation for American businesses, employers, and unions that rely on these important services.” The merger in question is Aon’s $30... READ MORE
Tech Talk discusses some terms that the Department of Labor suggests including in a contract with a cybersecurity service provider. READ MORE
Not long ago at all, virtual meetings were an option but not the rule. But throw in a pandemic, and suddenly they are a staple. So what are the fundamentals of making them worthwhile? “Having effective virtual meetings is now more important than ever before,” writes Edward Dressel in the... READ MORE
The Department of Labor’s (DOL) newly released Spring 2021 regulatory agenda confirms that a fiduciary rule rewrite is in the works and provides other key insight for the department’s regulatory plans for the coming months.   Fiduciary Rule Recast The 10-year saga of the fiduciary rule will... READ MORE
A new report from the Government Accountability Office (GAO) sheds new light on enforcement activities of the DOL’s Employee Benefits Security Administration.  The 56-page report, Enforcement Efforts to Protect Participants’ Rights in Employer-Sponsored Retirement and Health Benefit Plans, ... READ MORE
If there were ever a meeting that couldn’t (or at least shouldn’t) be replaced with an email, it’s that of a retirement plan committee. A new survey by the Plan Sponsor Council of America uncovers some key consistencies in structure and approach.  Retirement plan committees, entrusted with a wide... READ MORE
Tech Talk discusses tips from Department of Labor guidance on best practices for hiring a cybersecurity service provider. READ MORE

Pages