Service Providers

Service Providers

Service Providers

By Nevin Adams 8/17/2016 • 0 Comments

Another day, another “jumbo” university plan accused of not fulfilling its fiduciary duties, though this one has a couple of different twists. READ MORE

By NTSA Net Staff8/17/2016 • 0 Comments

Some who have availed themselves of adjustments the Department of Labor has made to its final fiduciary rule have found that they sounded great, but the execution leaves something to be desired. 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 Nevin Adams 8/17/2016 • 0 Comments

The devil is often in the details in litigation — but now the “devils” find themselves in the defendant’s chair. READ MORE

By David Levine8/16/2016 • 0 Comments

Earlier this year it appeared that ERISA litigation was going “off the rails,” and in the past week, a whole new round of lawsuits involving academic institution 403(b) plans has hit the news. READ MORE

By NTSA Net Staff8/12/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who is retiring but has an agreement to return to work with the same employer to do a special project for them can make withdrawals after retiring and before the project begins without penalty.

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By NTSA Net Staff8/12/2016 • 0 Comments

Running and providing for teachers’ retirement plans is a matter of facts and figures, argues a scholar at the American Enterprise Institute (AEI). READ MORE

By ASPPA Net Staff8/12/2016 • 0 Comments

Roughly three-quarters (74%) of those surveyed said they’d feel very or extremely confident making 401(k) decisions with the help of a financial professional. READ MORE

By NTSA Net Staff8/12/2016 • 0 Comments

Some consider these interesting times for advisors, as new regulations and measures arise that affect them and what they do. Michael Kitces offered his insights on the state of things for advisors in a recent interview. READ MORE

By Nevin Adams8/9/2016 • 0 Comments

The law firm of Schlichter, Bogard & Denton has now turned its attention to the education sector, filing separate class action lawsuits against three universities on behalf of over 60,000 employees in their defined contribution retirement plans, both 401(k) and 403(b). 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 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

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