Service Providers

Service Providers

Service Providers

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

By NTSA Net Staff6/29/2016 • 0 Comments

In MarketBeat, Susan Diehl provides a brief explanation of the guidance that has been presented on Prototype/Volume Submitter 403(b) approvals and the importance of counting hours for adjunct professors in light of that. READ MORE

By NTSA Net Staff6/29/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us who needs to sign off on the rollover of a 403(b) account established in 2006 and what the employer’s role is. READ MORE

By NTSA Net Staff6/28/2016 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses the rules for special pay features that became popular after EGTRRA enabled 403(b) sponsors to make employer nonelective contributions to the 403(b) account of a former employee. 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 Staff6/27/2016 • 0 Comments

Look for a bill to be introduced in Congress next month that some have called “auto-IRA on steroids.” READ MORE

By John Iekel6/27/2016 • 0 Comments

Panel discussions at the June 20-21 SPARK National Conference in Washington, DC offered insights into the effects the DOL fiduciary rule is already having and how the retirement industry can prepare in the less than 10 months remaining before its effective date. READ MORE

By NTSA Net Staff6/22/2016 • 0 Comments

Strong majorities of executives, investment professionals and registered investment advisors at a recent conference expect to change their technological systems in order to comply with the fiduciary rule, as well as adjust their budgets to do that. READ MORE

«« First |1 2 3 4 5 6 7 ... 8 9 10 11 12 13 14 15 16 | Last ››

DNN Web Control Container

0