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The 2018 NTSA Elite Advisor Award will be presented at the Awards Luncheon during the NTSA Summit in Houston, TX Jan. 23-25. The 2018 NTSA Elite Advisor Award Semi-Finalists are:
Tana Barker, Inspire Financial Group, Richardson, TX; Broker-Dealer: PlanMember Services
Raymond Dunegan,...
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How are 403(b)s doing? What portion of the retirement plan universe do they occupy? How are employers responding to them? Two recent studies offer a look at how sizable and significant a role they have.
In “Live + Learn Well, Live + Learn Wealthy: 2017 Retirement Plan Trends for Institutions of...
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Think you’re dealing with a stressful environment? It could be worse.
Astronaut Fred Haise knows something about stressful situations, based on his experience on Apollo 13.
Haise was slated to become the sixth human to walk on the Moon before circumstances interrupted that mission and created a...
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You were a full-time employee and participated in the employer’s 403(b) plan; when you began working as a part-time employee, you didn’t log in 20 hours per week consistently thereafter. In Tech Talk, we address whether under the 20-hour work rule you are eligible to continue making contributions...
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How is your 403(b) invested? Are any of its assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and there are ways to blunt criticism some may levy against that.In “Proprietary Funds: The New Lightning Rod for 403(b) Plans?,” a recent entry in Cammack...
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Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018!The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry, and themselves. It is the only national gathering of professionals in the 403(b) and...
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Kentucky Gov. Matt Bevin (R) on Oct. 18 unveiled a proposal to shift the Teachers’ Retirement System (TRS) in the Bluegrass State from the current defined benefit system to a defined contribution-based system. A recent actuarial analysis suggests the proposed changes to the retirement plan may not...
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If an ERISA-exempt 403(b) plan has been closed to new participants and that is indicated in their plan document, do they still need to send an Annual Meaningful Opportunity Notice? In Tech Talk, Susan Diehl tells us.
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If at first you don’t succeed, try, try again seems to be the motto used in a new class action lawsuit filed against New York University alleging breach of fiduciary duties for excessive plan fees in the school’s retirement plans.This new, 129-page filing (Sacerdote v. NYU Langone Hosps., S.D.N.Y...
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The Chairman’s Mark of the GOP tax reform proposal introduced in the Senate last week does some damage to 403(b) and 457 plans.
Under the proposal unveiled Nov. 9 by Sen. Orrin Hatch (R-UT), Chairman of the Senate Finance Committee, a single aggregate limit would be applied to contributions for an...
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The Nutmeg State’s state-run auto-IRA plan for private sector workers isn’t going to be ready for business on Jan. 1, 2018 — no matter what retirement plan vendors may have told you.
In fact, Labor Commissioner Scott D. Jackson, Chair of the Connecticut Retirement Security Authority (CRSA), has...
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Are churches exempt from the requirement that there be a plan document? In Tech Talk, Susan Diehl tells us.
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This week the House Ways & Means Committee began marking up the 429-page “Tax Cuts and Jobs Act.” What will that mean for 403(b) plan advisors?
Find out what you need to know — and how to prepare for the changes that could be coming down the road — at the newly redesigned NTSA Summit.
In...
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House Republican leaders on Nov. 2 released their much-anticipated tax reform plan that left 401(k)s and IRAs alone, but contained a number of proposals to modify various pension and retirement savings provisions.
The first wave of documents released by the House Ways and Means Committee included...
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The implementation of the IRS’ 403(b) pre-approved plan program by a number of vendors has been delayed by at least one thorny issue which will cause concern for a number of 403(b) plan sponsors. In MarketBeat, Robert Toth discusses that issue.
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Does the plan sponsor need to confirm an RMD had taken place and are there any additional steps the plan sponsor should take if unable to confirm the RMD was processed? In Tech Talk, Susan Diehl tells us.
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The IRS in a private letter ruling (PLR) has said that a Section 457(b) plan may include an auto-enrollment feature. PLR 201743002, which the IRS issued on July 19, 2017, was only recently released.
Plan Features
The PLR pertains to a county’s deferred compensation plan that provides for an...
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On Nov. 1, the House GOP is expected to release its tax reform proposal, and it’s expected to include a number of significant changes for retirement plans.
Find out what you need to know — and how to prepare — for the changes that could be coming down the road at the newly redesigned NTSA Summit...
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In its “How America Saves” 2017 report, mutual fund giant Vanguard makes it clear that adding a Roth option to the plan makes an important difference in improving participation in the plan. In MarketBeat, Richard H. Ford discusses the effects that adding that option can have.
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If you can aggregate across 403(b) plans, what is the plan sponsor’s responsibility for confirming RMDs are processed? In Tech Talk, Susan Diehl tells us.
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