HR Management

Here you’ll find posts and commentary on the HR issues facing executives and owners of businesses in the retirement industry: recruiting, hiring, compensation, firing, succession planning, etc.




HR Management

HR Management

By John Iekel11/2/2016 • 0 Comments

The IRS, Department of Labor and Pension Benefit Guaranty Corporation released the advance copies of the 2016 Form 5500 and Form 5500-SF on Nov. 1. READ MORE

By NTSA Net Staff9/13/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a distribution of 401(k) assets that had been rolled into a 457(b) would be exempt from the 10% premature distribution penalty under certain circumstances. READ MORE

By NTSA Net Staff8/30/2016 • 0 Comments

The IRS on Aug. 30 announced a significant relaxation in the restrictions that normally apply to plan loans and hardship distributions to Louisiana flood victims and members of their families. READ MORE

By Nevin Adams8/17/2016 • 0 Comments

Another lawsuit has been filed against a multibillion-dollar university retirement plan — but it’s not their 403(b) plan — and the law firm of Schlichter, Bogard & Denton isn’t involved. READ MORE

By Nevin Adams8/17/2016 • 0 Comments

The “hits” just keep on coming with the latest wave of excessive fee litigation, with three more university retirement plans targeted. READ MORE

By NTSA Net Staff8/17/2016 • 0 Comments

Plan sponsors are often reluctant to take big steps in making plan changes — but a new participant survey finds that workers would welcome more aggressive defaults. READ MORE

By NTSA Net Staff8/8/2016 • 0 Comments

In MarketBeat, Linda Segal Blinn tells us what the proposed 457 regulations mean for sponsors of a 457(b) plan. READ MORE

By John Iekel7/7/2016 • 0 Comments

In a recent study, the Society of Human Resource Management (SHRM) reports that some aspects of employer-provided retirement benefits have grown in the last one to four years, while others have declined slightly and many have held steady. READ MORE

By NTSA Net Staff6/27/2016 • 0 Comments

Financial reporting standards the Government Accounting Standard Board (GASB) set in place in Statement 74 last year are effective for fiscal years beginning after June 15, 2016 for a variety of retirement plans that provide postemployment benefits other than pension benefits (OPEB). READ MORE

By John Iekel6/27/2016 • 0 Comments

A June 20 session of the SPARK National Conference held in Washington, DC. featured a discussion of data security. READ MORE

By NTSA Net Staff6/6/2016 • 0 Comments

Retirement expectations vary by age and income — but not as much as you might think. READ MORE

By NTSA Net Staff4/29/2016 • 0 Comments

Millennials have a much different relationship with their Boomer parents than Boomers did with theirs — and a new report says that could result in a different kind of retirement. READ MORE

By NTSA Net Staff4/21/2016 • 0 Comments

Millennials may be redefining retirement, and not in the way you might think. READ MORE

By NTSA Net Staff4/21/2016 • 0 Comments

Grasping the importance of preparing for retirement does not necessarily translate to action to bring it about, says a recent study on Americans’ financial beliefs and behavior. READ MORE

By NTSA Net Staff4/4/2016 • 0 Comments

In MarketBeat, Kimberly Flett discusses the advantages of establishing health savings accounts, as well as how they relate to retirement plans. READ MORE

By NTSA Net Staff3/28/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a 501(c)(3) employer's summary plan description (SPD) must be filed with the Department of Labor. READ MORE

By NTSA Net Staff3/28/2016 • 0 Comments

No fooling — some retirees and IRA holders must take required minimum distributions (RMDs) by April 1. READ MORE

By Alisa Wolking3/25/2016 • 0 Comments

The 2016 election is still months away, but talk of tax reform — and its potential to undermine incentives for retirement savings — is “back” on Capitol Hill. READ MORE

By NTSA Net Staff1/29/2016 • 0 Comments

The IRS in Notice 2016-16, issued Jan. 29, provides guidance on mid-year changes to a safe harbor plan under Internal Revenue Code Sections 401(k) and 401(m). READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In “Is Your Benefits Communication Reaching Your Millennial Employees?” Kellie Riccelli offers ideas on presenting and phrasing information in a way that could be helpful in boosting Millennals' participation in retirement plans. READ MORE

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