Service Providers
Technology serves, and it also drives change. A recent NTSA webinar focused on the ways technology is changing the industry and the new environment it is creating for financial professionals.
“We’re told that this is a contact sport,” said presenter Toni E. Whaley, a financial planner with...
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The IRS has announced the health savings account (HSA) limits for 2022. The announcement came in IRS Revenue Procedure 2021-25.
HSA Limits
For calendar year 2022, the annual limitation on deductions under Internal Revenue Code Section 223(b)(2)(A) for an individual with self-only coverage under...
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Editor’s Note: This is the second of a two-part series. Part 1 is available here.
What is the best choice: 403(b) or 457(b)?
The simple answer is both. The 403(b) and 457(b) are excellent plans to accumulate money for retirement, but we should help participants understand the differences....
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Forewarned is forearmed—so says the maxim. And in that spirit, the IRS has issued a reminder that hurricane season is not here yet, but it suggests that now is the time to prepare, and offers some suggestions regarding how to do that.
“Individuals, organizations and businesses should take time...
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The NTSA Virtual Summit is where leaders and innovators come together to make a difference for their clients, the industry and themselves. It is the only industry conference designed for professionals in the 403(b) and 457(b) marketplaces. And this year the NTSA is transforming this event into a...
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In MarketBeat, John Iekel writes that while it may not be clear who exactly is responsible if a participant’s balance is stolen, a recent blog entry suggests that it may be prudent to take steps to protect participants’ retirement accounts from cyber crime nonetheless.
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An updated version of Publication 590-B was posted on March 29, 2021 (release date on the publication is March 25, 2021). When the publication was released prematurely, it caused quite a stir and flurry of comments.
Of course this publication is for IRAs; however, the flurry that it caused spans...
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Tomorrow the U.S. House Ways & Means Committee will be focusing on a markup of what’s been called SECURE 2.0, legislation that includes a number of key provisions championed by the American Retirement Association.
According to Committee Chairman Richard Neal (D-MA), the committee will begin...
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Recognizing the precariousness of employees’ financial safety nets during the pandemic, new survey results show that supporting employee financial stability and sustainability has gained momentum within many organizations.
According to Gallagher’s 2021 Retirement Survey Report, 67% of employers...
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In Segment III of the 27th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Lisa Tursi, AIF, CRES, Lincoln Investment. Tursi discusses volunteerism, child hunger and what the NTSA means to her.
In Segment II of the 27th Series of the NTSA WOWcasts,...
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We began the year at our base camp. And now, we move on to the Summit!
This year’s NTSA Virtual Summit, June 28–30, will host four general sessions and 12 workshops with recognized authorities and top experts in the financial services and retirement fields. In addition, we will offer a CRES...
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Editor’s Note: This is Part I of a two-part series.
There isn’t a week that goes by without an advisor commenting to me how the K-12 403(b) market has changed in the last few years. That transformation has only accelerated as a result of the COVID-19 pandemic. For years, far too many school...
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The pandemic has heralded and accelerated many changes—and that includes engaging with clients and imparting knowledge and information. An April 19 session of the Plan Sponsor Council of America’s 2021 National Conference addressed how to create engagement in an increasingly virtual world.
The...
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In Segment II of the 27th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Lisa Tursi, AIF, CRES, Lincoln Investment. They discuss Tursi’s businesss model and working with clients who are from different generations.
In Segment I, NTSA Past President...
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Registration is now open for the 2021 NTSA Virtual Summit!
Experience the 2021 NTSA Virtual Summit on Pathable.
We love Summit! So this year we are converting the event into a unique, interactive and virtual conference https://ntsa403bsummit.org/ on Pathable, June 28–30.
This will NOT be...
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Editor’s Note: This is the first in a series about the guidance the Department of Labor’s Employee Benefits Security Administration (EBSA) issued on April 14 concerning cybersecurity.
The Department of Labor’s Employee Benefits Security Administration (EBSA) on April 14 issued comprehensive...
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Profound and far-reaching changes took place just a little over a year ago. Panelists at an April 19 session of the Plan Sponsor Council of America’s 2021 National Conference took a look at what it all meant—and means—for retirement plans and participants.
The panel included Bradley Bonno,...
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NTSA needs your volunteer time, from one hour to lots! It’s simple. It’s easy. It’s YOU!
Information about volunteering with the NTSA is here: https://www.ntsa-net.org/member/volunteer
The NTSA volunteer form is here: https://usaretirement.wufoo.com/forms/2021-ntsa-volunteer-form/
Richard Ford...
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Editor’s Note: This is the first installment in a series on technology for advisors.
When some people hear that phrase, they cringe. Others embrace the vast expanse of processing and reporting in the digital world with ease. These two reactions, and every position along the continuum, are always...
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PlanMember Financial Corporation has announced that it is partnering with Newport Group, Inc. to offer the PlanMember Pooled Employer Plan (PEP). Newport Group will serve as the Pooled Plan Provider and PlanMember will provide 3(38) fiduciary investment services.
Their action comes in the wake of...
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