Service Providers

Service Providers

Service Providers

By NTSA Net Staff8/8/2016 • 0 Comments

In Tech Talk, Sue Diehl discusses what the options are when you have a client that needs to make a contribution for a former employee who has not responded to requests to complete enrollment paperwork. READ MORE

By NTSA Net Staff8/3/2016 • 0 Comments

The IRS has updated the information it provides concerning making voluntary corrections when a plan has failed to make required minimum distributions (RMDs) to participants and beneficiaries. READ MORE

By NTSA Net Staff8/2/2016 • 0 Comments

There are varying predictions regarding the effects that the Department of Labor’s (DOL) fiduciary rule will have; in one recent study a majority of plan providers are optimistic about how it will affect asset retention rates. READ MORE

By NTSA Net Staff8/2/2016 • 0 Comments

Retirement plan professionals of all stripes expect to have to adjust to the Department of Labor’s final fiduciary rule. But businesses are gearing up for more than the obvious adjustments they’ll need to make. READ MORE

By NTSA Net Staff7/28/2016 • 0 Comments

In a recent interview, Michael Kitces called the Department of Labor’s (DOL) fiduciary rule a “watershed moment” and argued that it's only the beginning. READ MORE

By NTSA Net Staff7/21/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the plan sponsor in a non-ERISA (public education) 403(b) plan is responsible for oversight of individual annuity contracts and individual custodial accounts. READ MORE

By ASPPA Net Staff7/20/2016 • 0 Comments

A recent report by the Defined Contribution Institutional Investment Association (DCIIA) highlights four myths about automatic enrollment. READ MORE

By NTSA Net Staff7/19/2016 • 0 Comments

In MarketBeat, Sue Diehl and Ellie Lowder use questions and answers to discuss best practices for Non-ERISA 403(b) rollovers. READ MORE

By NTSA Net Staff7/18/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a charitable contribution from required minimum distributions (RMDs) from a 403(b) has to be 100% of RMD or can be just part of the RMD. READ MORE

By Andrew Remo7/13/2016 • 0 Comments

Republicans in the House of Representatives recently finalized the last plank of their policy agenda, with the release of their comprehensive tax reform blueprint. READ MORE

By NTSA Net Staff7/12/2016 • 0 Comments

The American Retirement Association (ARA) has partnered with Morningstar, Inc. to develop a program that sets a new standard in fiduciary education and best practices. READ MORE

By John Iekel7/12/2016 • 0 Comments

In private letter ruling (PLR) 201628006, released on July 8, the IRS says that the required minimum distribution (RMD) rules apply to a designated IRA beneficiary even though a state court modified the beneficiary designations. READ MORE

By NTSA Net Staff7/11/2016 • 0 Comments

In MarketBeat, Robert Toth addresses issues that arise concerning 403(b) plan terminations and distributions. READ MORE

By NTSA Net Staff7/11/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether one can make charitable contributions from required minimum distributions (RMDs) from 403(b)s. READ MORE

By Nevin Adams7/11/2016 • 0 Comments

The Department of Labor (DOL) has made some “technical corrections” to the Best Interest Contract (BIC) Exemption of the fiduciary regulation. 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 Staff7/6/2016 • 0 Comments

Top leadership at the Department of Labor (DOL) has indicated that the department will not bend on its fiduciary rule, but then again, it may. Bad cop, good cop? READ MORE

By NTSA Net Staff7/5/2016 • 0 Comments

“Auto” features — enrollment and escalation, that is — have received fresh boosts in recent reports concerning private as well as public-sector employers. READ MORE

By NTSA Net Staff7/5/2016 • 0 Comments

There is a sizable number of pre-retirees and retirees who do not enlist the assistance of a professional when devising a financial plan for their retirement, according to a recent study. It also takes a look at how they do in the effort. READ MORE

By NTSA Net Staff6/30/2016 • 0 Comments

A new survey finds that, among plans automatically enrolling participants, 7 in 10 use all three features of an autopilot program, but the adoption rate varies by plan size. READ MORE

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