Service Providers
In Segment III of the 23rd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews former NTSA Executive Director Brent Neese. They discuss how one can get involved with the NTSA.
In Segment I of the 23rd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz...
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“We believe strongly that employers should have choice” regarding retirement saving options, said NTSA Executive Director Mark Luckinbill as he opened the NTSA Winter Virtual Conference on Feb. 23. “We are champions of choice.”
The year 2020 was “incredibly challenging,” Luckinbill said. He noted...
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American Retirement Association CEO Brian Graff and a panel of industry experts offered their insights on Feb. 23 on the state of things for the industry regarding activity on Capitol Hill, as well as in the federal regulatory agencies. They made their remarks as part of the NTSA Winter Virtual...
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In Segment II of the 23rd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews former NTSA Executive Director Brent Neese. They discuss the impact the recent election could have on retirement savings and the industry.
In Segment I of the 23rd Series of the NTSA WOWcasts,...
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COVID-19, along with the measures adopted to address the pandemic’s effects and the actions taken under those measures, have had unexpected effects—including an impact on plan audits.
The changes that have taken place, as well as the pandemic itself, have affected both plan sponsors and...
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In the latest big shift in the M&A space, Voya Financial, Inc. has entered into a definitive agreement with Cetera Financial Group, Inc. to acquire the independent financial planning channel of Voya Financial Advisors (VFA), Voya’s registered investment advisor and broker-dealer.
According to...
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In Segment III of the 22nd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 NTSA Past President Tamara Indianer. They discuss volunteerism and what the NTSA means to her.
In Segment I, NTSA Past President Randy Aranowitz interviews 2018 NTSA Past President Tamara...
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A full-service third party administrator is a type of TPA that provides comprehensive plan administration services for 403(b) plans including:
Common remitter services
Recordkeeping services
Overall compliance at the plan level regarding loans, hardship withdrawals, tracking suspensions and...
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ow) could the E-Delivery Rule open the door to cyber security/participant data suits?
The Department of Labor (DOL) has simplified the delivery of retirement plan information to participants through its new Electronic Disclosure Rule (the E-Delivery Rule). Although the E-Delivery Rule promises to...
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Hello again NTSA members, partners and sponsors. We’re just three weeks away from our Winter Virtual Event—and with a new administration in place, and a new (and largely unanticipated) shift in Congress, this is the perfect time for this crucial update on retirement policy and what we might expect...
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An indirect rollover occurs when a participant receives the distribution of their interest under a retirement plan and then, within 60 days, redeposits all or some portion of the amount of the distribution into another eligible retirement plan.
Because the amount was paid directly to the...
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In Segment II of the 22nd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 NTSA Past President Tamara Indianer. They discuss the pandemic, business transactions and assistant programs.
In Segment I, NTSA Past President Randy Aranowitz interviews 2018 NTSA Past...
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Participants benefit if they can choose between multiple 403(b) providers, a recent white paper says.
In “Benefits of Multiple 403(b) Providers: Having a Choice Positively Affects Participant Behaviors,” Edward Kenney and Tali Yarmush of Equitable, with Equitable Research partner Zeldis Research...
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As soon as COVID-19 hit, I had a Hi/Low list created and started from the top and called every day from 9 a.m. to 7 p.m. It was a great experience. No agenda except to ask, “How are you doing?” Everyone was glad to hear from me. I actually got a lot of new business out of the endeavor! And as time...
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Tech Talk addresses how one calculates the most recent year of service for employees not yet employed for one year.
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The Department of Labor has indicated, at least in one case, that it will allow defined contribution plans to offer indirect investment in private equities. In MarketBeat, John Iekel writes about a recent blog entry that offers food for thought regarding private equity and considerations concerning...
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On Jan. 25, the Senate confirmed one of President Biden’s top economic advisors, and a key Republican senator who has been a champion of retirement policy announced his intent to retire.
Janet Yellen was approved by the Senate in an 84-15 vote, becoming the first woman to lead the department in...
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As 2020 ended, OregonSaves—the state-run retirement program for private-sector employees whose employers do not offer a retirement plan—had growing assets and an opt-out rate that was roughly steady. These results are similar to those reported by the CalSavers Retirement Savings Board reported and...
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Here are the most important approaches I have taken in response to the COVID-19 pandemic.
1) We immediately reached out to every client personally. This required three of us to send about 10 emails per day (30 per day) to our top clients requesting a phone call or Zoom meeting. This was done in...
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In Segment I of the 22nd Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews 2018 NTSA Past President Tamara Indianer. They discuss her background, running a regional office and her personal practice.
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