Topics
Nominations are now being accepted for the National Tax-Deferred Savings Association’s 2019 Leadership Council (LC). Elected at-large LC members serve for one term of three calendar years.
The NTSA LC is responsible for overseeing the member-driven, non-public policy aspects of the NTSA, including...
READ MORE
What can or must be done to reconcile the assets of missing retirement plan participants is subjective. In MarketBeat, Barbara Webb writes that state law treatment of such situations varies; in addition, the distinction between non-ERISA and ERISA plans makes a difference.
READ MORE
A terminated participant who had established an IRA requests a direct rollover, but dies before the distribution request could be processed. In Tech Talk, Susan Diehl discusses what happens in such a circumstance.
READ MORE
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement....
READ MORE
Another suit has been filed in the aftermath of the theft of retirement plan money by third-party administrator Vantage Benefits — this one against the custodian — and by plaintiffs looking to represent more than a single plan.
The suit, filed by plaintiffs Dave Youngblood (a 403(b) Plan...
READ MORE
Typically sometime late each year or very early in a tax year, the IRS issues their updates to the Form 1099R, the Form 5498 and the general instructions for both forms for the current year. June 2018 has come and gone, and we are still waiting for most of the reporting guidance for 2018.On June 28...
READ MORE
A lot has been happening in Washington and the state capitals. And the NTSA has been actively involved in representing your interests and those of the clients and participants you serve. Now in the NTSA Summer 2018 Advocacy Update, you will hear about these recent developments.Date: Wednesday, July...
READ MORE
The PBGC, a federal agency created by ERISA to protect participants with benefits within a defined benefit plan, helps guarantee benefits to participants if the employer fails to make the required premiums. In MarketBeat. Kimberly Flett writes about the PBGC’s expansion of its Missing Participants...
READ MORE
A steeple church has a pre-school that is a participating non-qualified church-controlled organization. The pre-school is under the EIN of the church. In Tech Talk, Susan Diehl discusses what that means regarding sponsorship of the plans and more.
READ MORE
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement....
READ MORE
If you have pre-approved 403b plans, how do you amend them to include dual status language? In Tech Talk, Susan Diehl addresses this, as well as whether doing so would cause the plan to lose its pre-approved status.
READ MORE
The ERISA consultants at the Retirement Learning Center Resource regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans.
A recent call with a financial advisor from Massachusetts...
READ MORE
What do you do if things have changed a great deal since you entered the financial services industry? In MarketBeat, Brad Corbin argues that one way to adapt to the changing world of the 403(b) is to take control of it by careful business planning and disciplined implementation, and outlines a four...
READ MORE
Suppose your pre-approved 403(b) plan does not exclude residents of Puerto Rico, but your PPA defined contribution plan does. What do you do? In Tech Talk, Susan Diehl discusses what can be done in such a situation.
READ MORE
Editor’s Note: ERISA Tips is provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at [email protected].
This...
READ MORE
State Legislative Update is an occasional feature that provides the status of bills before state legislatures relevant to NTSA members.
Pension Reform
Colorado. SB 18-200 would allow new employees to choose between the Public Employees’ Retirement Association (PERA) defined contribution plan and...
READ MORE
As a 403(b) advisor, if you’re able to implement a set of best practices in the plans you serve, then everyone wins: you, the employer and the existing participants. In MarketBeat, Jim Phillips offers simple, practical ideas he argues will improve an advisor’s value in a crowded 403(b) marketplace...
READ MORE
How can one make a charitable donation with a required minimum distribution (RMD) from a 403b? In Tech Talk, Susan Diehl tells us.
READ MORE
Editor’s Note: ERISA Tips is a provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at [email protected]....
READ MORE
2018 NTSA Summit Coverage
The 2018 NTSA Summit was held Jan. 21-23 in Houston, TX. Read our news coverage of the event at the following links:
HSAs and Retirement: A Benefits Crossroads
Navigating the Transaction Trail
2018 Elite Advisor, Schiller Award Winners Honored at NTSA Summit...
READ MORE
Pages
Most Popular
