Service Providers
The Delaware EARNS Program Board is considering cooperation with other state-run retirement plans serving private-sector employees, Ted Griffith, Program Director of Delaware EARNS, confirmed with the NTSA Advisor on Nov. 6. Elizabeth Bordowitz, Executive Director of the Maine Retirement Investment...
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How does one perform the high-wire act of balancing professional boundaries with clients while still managing a business? That was one of the matters addressed during a session of the 2023 TPA Growth Summit inside the 2023 ASPPA Annual Conference, writes Joey Santos-Jones in MarketBeat.
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After months of anticipation, the Department of Labor (DOL) will release a new version of its proposed fiduciary rule for public comment on Oct. 31.
The announcement will be made during a ceremony at the White House scheduled for 3:30 that afternoon. The President will attend, an indication of...
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Tech Talk addresses what fiduciary liability insurance is and what it covers.
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Do you feel confident selling SECURE 2.0 to clients? Joey Santos-Jones writes in MarketBeat about an Oct. 24 session of the 2023 ASPPA Annual conference, which featured PSCA Executive Director Will Hansen, JJ McKinney from EGPS and Kirsten Curry from LRS as they unspun the most talked-about...
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Ok fine, I will admit it…I was wrong.
I have been known for saying “I have only been wrong once in my life, but that was only when I thought I was mistaken.” But last week I read an article titled: “To Err Is Human—To Correct, Divine.” Those of you who know me understand that I make mistake...
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RetireReadyNJ, the state-run retirement savings program that provides coverage for private-sector employes whose employers do not, has issued a request for quotes (RFQ) for investment advisor services. The New Jersey Secure Choice Savings Program Board issued the RFQ on Oct. 18.
The purpose of...
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A panel at the Oct. 22 opening session of the 2023 ASPPA Annual Conference noted that there is legislation that would allow 403(b) plans to offer CITs and separate account insurance contracts as investment options.
Panel members were Brian Graff, American Retirement Association (ARA) CEO; Will...
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Tech Talk looks at common mistakes identified in internal audits.
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There’s an oft-repeated line from that 1967 classic movie “Cool Hand Luke” about a “failure to communicate,” writes Nevin E. Adams. JD in MarketBeat. He continues that there are literal barriers in terms of language, of course—but all too often there also barriers built of different life...
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One of the most important—yet confusing—tasks a public school district has when sponsoring a 403(b) plan is understanding its administrative responsibilities and the best practices used to serve as a good steward of these plans.
ERISA or Not?
When determining your organization’s responsibilities...
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Editor’s Note: This is the first in a two-part series about service providers’ audits of clients and their plans.
That’s what a first financial audit can feel like, says an industry expert. But it doesn’t have to.
“Death by a thousand cuts. That’s what initial 401(k) and 403(b) audit clients...
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The IRS has updated the information it makes available concerning its voluntary compliance program (VCP). It issued the reminders in the Sept. 29 edition of Employee Plans News.
Check Status
The IRS reminds taxpayers that they can check the status of any submissions they have made under the VCP...
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Tech Talk discusses what an employer that offers a 403(b) plan should consider regarding offering a student loan matching contribution program.
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Benefits play a major role in the employee experience, as most can attest on a personal and professional level, writes Ted Godbout in MarketBeat; but he adds that new research suggests that it’s simply not enough to make benefits available to employees.
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The Student Loan Payment Matching Contribution provision in SECURE 2.0 is one of the most asked-about new features in the law. This is particularly true among our public education clients who are looking for ways to attract and retain teachers, which continues to be a problem for districts...
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Registration is open for the 2024 NTSA Summit! The conference—Feb. 25-27 in San Diego, CA—is the only industry event designed for 403(b) and 457(b) professionals. But that’s not all! It will include:
Tailored general sessions, workshops, and up to 12 continuing education (CE) credits
A...
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Taking action in advance to protect vital documents can be helpful when a disaster strikes, a principle that applies to retirement plans and administration as well as other records and functions, writes John Iekel in MarketBeat.
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Think you’ve taken care of everything with your 457 plan? Maybe you have—but maybe you haven’t.
In the second of a two-part series in the Trucker Huss “The Benefit of Benefits” blog, Scott E. Galbreath discusses more common mistakes he has encountered in 457 plans that exempt organizations (EOs)...
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The month of August has come and gone. This may be one of the slower months of the year when it comes to legislative activities: there are currently only eight states whose legislatures are in session and Congress is on recess for the month. BUT—that didn’t stop us from moving some things forward...
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