Service Providers

Service Providers

Service Providers

By NTSA Net Staff11/20/2017 • 0 Comments

MarketBeat takes a look at how auto enrollment may be not only a boon, but also problematic. READ MORE

By Ted Godbout11/20/2017 • 0 Comments

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. READ MORE

By Nevin Adams 11/14/2017 • 0 Comments

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. READ MORE

By NTSA Net Staff11/14/2017 • 0 Comments

In MarketBeat, Nevin Adams discusses the research of Nobel Prize winning Professor Richard Thaler and how it relates to saving for retirement. READ MORE

By NTSA Net Staff10/31/2017 • 0 Comments

On Nov. 1, the House GOP is expected to release its tax reform proposal. Find out what you need to know and how to prepare for changes that could be coming at the newly redesigned NTSA Summit. READ MORE

By Nevin Adams10/18/2017 • 0 Comments

It’s said that reasonable minds can differ — and that turns out to be the case in another university suit. READ MORE

By John Iekel10/17/2017 • 0 Comments

A recent blog post lists the biggest 403(b) providers and administrators and describes the circumstances under which a non-profit may be better served by considering a wider range of options. READ MORE

By Tamara Indianer10/17/2017 • 0 Comments

Why take time away from your office to participate in the NTSA Summit? There are a lot of good reasons — here are three. READ MORE

By NTSA Net Staff10/4/2017 • 0 Comments

A recent blog entry identifies three errors in administering plan loans that plans should try to avoid. READ MORE

By NTSA Net Staff10/3/2017 • 0 Comments

In MarketBeat, Ted Godbout discusses the insights shared at the Financial Services Roundtable on Sept. 27, 2017 — the day President Trump and congressional leaders released a tax reform plan. READ MORE

By Craig Hoffman9/27/2017 • 0 Comments

An outline of the Republican tax reform plan was released today — a plan that includes a proposal to cap the tax rate on small business “pass-through” income at 25%. READ MORE

By ASPPA Net Staff9/26/2017 • 0 Comments

In MarketBeat, Robert J. Toth discusses offering to 403(b) plans the type of collective trust investments sold to 401(k) plans and one plan provider’s unique approach. READ MORE

By Nevin Adams9/25/2017 • 0 Comments

An excessive fee suit challenging the number of funds on the menu, the use of multiple recordkeepers, and the embrace of asset-based, rather than per-participant fees has been dismissed. READ MORE

By John Iekel9/19/2017 • 0 Comments

Action by the SEC due to breaches of fiduciary duty, inadequate disclosures and compliance deficiencies has prompted an RIA to issue rebates and credits to some of its clients, which include non-profits that sponsor 403(b) plans. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

By John Iekel9/7/2017 • 0 Comments

Plans, employers, service providers and administrators can act to protect plans and those they serve from the effects of hurricanes and natural disasters; the IRS and the DOL provide tips. READ MORE

By NTSA Net Staff8/31/2017 • 0 Comments

In MarketBeat, we discuss how the importance of cybersecurity goes well beyond the integrity of clients’ and plan participants’ sensitive information. READ MORE

By Ted Godbout8/28/2017 • 0 Comments

Health savings accounts are projected to exceed $60 billion in assets among nearly 30 million accounts by the end of 2019, according to a recent survey. READ MORE

By John Iekel8/25/2017 • 0 Comments

The head of a consultant firm in a series of blog entries warns employers and plan sponsors that it’s wise to pay close attention to defined contribution plan fees. READ MORE

By ASPPA Net Staff8/22/2017 • 0 Comments

In MarketBeat, Barbara Webb discusses how required minimum distributions (RMDs) should be handled in certain circumstances. READ MORE

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