Service Providers
The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) issued guidance April 14 on maintaining cybersecurity, including tips on protecting retirement benefits. The guidance has a wide target audience—the DOL intends it for plan sponsors, plan fiduciaries, record keepers,...
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With employee turnover climbing for small businesses, more employers are taking steps to boost retention and see employee benefits as a key to their success, according to new survey results.
Looking back one year after the start of COVID-19, business owners are reflecting on the biggest...
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In Segment III of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Shane Michael Robinson. They discuss volunteerism and the North Carolina state 403(b).
In Segment II of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy...
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In Segment II of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Shane Michael Robinson. They discuss Robinson’s business model.
In Segment I of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz and 2021 Elite Advisor...
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Institutions of higher learning face many challenges—among them the impact of the pandemic—in helping employees to prepare financially for retirement. A recent white paper looks at what those schools are doing.
In “Lessons Learned on the Management of Higher Education Retirement Plans in...
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The American Retirement Association, its sister associations, and the communities we serve rely on the volunteer service and leadership of their extraordinary members.
Please consider our NTSA member colleagues whose NTSA volunteerism is unique and valuable—who are also committed to community...
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In Segment I of the 26th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Shane Michael Robinson, Robinson and Associates, Lincoln Investment. They discuss Robinson’s background.
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Proliferation of technological applications and the need to increase retirement plan participation and savings: Seems like a match made in heaven. In MarketBeat, John Iekel discusses the insights of a panel of experts regarding how that pairing is faring and how it can function better.
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In Segment III of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Michael Goldberg, Senior Vice President of The Equitable. They discuss volunteerism.
In Segment II of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz...
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Plan administrators and sponsors have some work to do in educating plan participants, a recent study indicates. Researchers add awareness of fees to the curriculum.
One-quarter of those surveyed do not know how much they pay in fees, found investment firm Rebalance.
But that’s just the tip of...
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A year ago today [March 16] was the last time I was in our office with it full of colleagues. Like many of you, we came in, packed up, and headed home—prepared to work from there for a couple of weeks, perhaps a month.
Of course, that didn’t turn out to be the case.
And yet—as an industry,...
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Tech Talk addresses whether it is a problem if participant tools offered by 403(b) plan providers to help assess risk tolerance and investment preferences suggest specific investment allocations or model portfolios, and offer options to elect periodic rebalancing to keep allocations in line with...
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In Segment II of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Michael Goldberg, Senior Vice President of The Equitable. They discuss Goldberg’s business model.
In Segment I of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy...
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After a brief volley between the two chambers and some late nights, the House of Representatives on March 10 gave final approval to the $1.9 trillion COVID relief bill, which includes the Butch Lewis Emergency Pension Plan Relief Act.
Approved by the House on a near party-line vote of 220-211,...
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Despite one of the most challenging periods in recent memory, a new study finds that DC plans continued to perform their critical role in preparing workers for retirement.
Throughout 2020, the majority of the more than 1.1 million participants in over 1,000 John Hancock open architecture DC...
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In Segment I of the 25th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2021 Elite Advisor Michael Goldberg, Senior Vice President of The Equitable. They discuss Goldberg’s background.
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Finding missing participants is serious business. But one industry expert likens it to a children’s game—though the stakes are higher than simply finding someone else to be “it.” In MarketBeat, John Iekel writes about Chris Ciminera's discussion of recent Department of Labor guidance on this matter...
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The progress that has been made over the last 10 years with participation in the 403(b) market can be attributable to two factors: school districts willingness to provide additional opportunities for the education of their employees and the advisor community’s creativeness in marketing.
The level...
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Amid an extraordinarily challenging work and economic environment, a new industry benchmarking survey finds growing engagement in non-qualified deferred compensation (NQDC) plans—and a growing interest in education and advice regarding those programs.
In fact, more than 70% of organizations now...
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The world has been upside down for a year now. Life is creeping back to a semblance of normal, but there are challenges in reopening—which affects the manner in which retirement professionals can contact educators. A panel of experts at a session of the NTSA Winter Virtual conference offered their...
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