Service Providers

Service Providers

Service Providers

By NTSA Net Staff5/22/2018 • 0 Comments

An upcoming NTSA webcast will take a closer look at business succession for advisers who are considering retiring. READ MORE

By NTSA Net Staff5/8/2018 • 0 Comments

In MarketBeat, NTSA Professional Education Committee Chairman Bill Fisher sat down with Jerry Miletics of AXA Advisors, LLC to talk about advocacy and practice development. READ MORE

By Nevin Adams4/2/2018 • 0 Comments

Most, but not all, of the claims alleging that a plan provider’s loan process generated “ill-gotten” gains that exceed $50 million per year have been dismissed. READ MORE

By John Iekel 3/13/2018 • 0 Comments

Susan Diehl, PenServ Plan Services President, in the recent NTSA webcast “The New 403(b) Plan Document, Part I: Why March 2020 Is Important to 403(b) Employers,” focused on a mechanism by which a plan may be prepared: the pre-approved plan. READ MORE

By NTSA Net Staff3/13/2018 • 0 Comments

In MarketBeat, Bill Fisher provides a primer for those interested in moving into the ERISA 403(b) marketplace. READ MORE

By NTSA Net Staff3/9/2018 • 0 Comments

Remember that the automatic prospectus delivery requirement has been eliminated, but the Securities and Exchange Act requires that 403(b) and 457(b) plan prospectuses be delivered. READ MORE

By NTSA Net Staff3/6/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a local government can change its retirement plan for certain employees. READ MORE

By NTSA Net Staff2/27/2018 • 0 Comments

In MarketBeat, John Iekel provides a look at a panel at the recent NTSA Summit that discussed providing school employees with access to retirement plans. READ MORE

By Richard Ford2/21/2018 • 0 Comments

In a 2017 report, a survey of 1,600 workers found that 53% are feeling financial stress, which results in negative impacts that impose costs on employers because of its effects on employees. READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

In Tech Talk, Susan Diehl outlines the effects of the federal Tax Cuts and Jobs Act (TCJA) on contribution limits and integration of plans. READ MORE

By Nevin Adams 2/20/2018 • 0 Comments

The Massachusetts Securities Division filed charges against Scottrade for knowingly violating its internal policies regarding DOL fiduciary rule implementation — which plaintiffs seeking to overturn that rule say validates their concerns. READ MORE

By NTSA Net Staff2/13/2018 • 0 Comments

An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans. READ MORE

By Ted Godbout12/20/2017 • 0 Comments

Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11. READ MORE

By John Iekel 12/20/2017 • 0 Comments

A stolen identity, a few clicks, and there it is — a handsome retirement plan balance, ripe for the picking. A recent blog entry,and the IRS, offer some ideas on how to protect retirement plans from identity theft. READ MORE

By John Iekel 12/15/2017 • 0 Comments

Seattle workers whose employers do not offer a retirement plan will have access to one through the city if a proposal by Mayor Jenny Durkan (D) is enacted. READ MORE

By NTSA Net Staff12/12/2017 • 0 Comments

In MarketBeat, John Iekel discusses a blog entry and IRS ideas on how to protect retirement plans and balances from cyber attacks and criminals. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

At the NTSA Summit (Jan. 23-25) you can hear from American icon Apollo 13 Astronaut Fred Haise on how competence, perseverance and leadership assure ultimate victory under any circumstances. READ MORE

By NTSA Net Staff12/4/2017 • 0 Comments

In MarketBeat, Nevin Adams discusses four retirement savings benchmarks that workers use more often than we’d perhaps like to admit. READ MORE

By John Iekel12/4/2017 • 0 Comments

Are any of your 403(b)'s assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and it is possible to blunt potential criticism about that. READ MORE

By Doug Fisher11/30/2017 • 0 Comments

Senate Republican leaders are floating the idea of increasing the deduction for qualified business income of pass-through businesses from 17.4% to 20%, which could have consequences for retirement plans sponsored by S Corporation shareholders. READ MORE

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