Service Providers

Service Providers

Service Providers

By John Iekel6/21/2016 • 0 Comments

There are plenty of financial pressures on DC plans, providers and sponsors. Not to mention the importance clients place on fees when considering whether to drop an investment manager. In a June 20 session at the 2016 SPARK National Conference held in Washington, D.C., Tom Kmak, CEO of Fiduciary Benchmarks, offered some ideas on how it can be addressed. READ MORE

By Nevin Adams6/21/2016 • 0 Comments

The three lawsuits filed against the Department of Labor’s (DOL) fiduciary regulation in the Northern District of Texas could be coming together. READ MORE

By NTSA Net Staff6/20/2016 • 0 Comments

Last Week Tonight with John Oliver recently included a segment that was deeply critical of the financial services industry and specifically referenced the 401(k) plan that the show’s production company has with John Hancock. Here’s John Hancock’s response. READ MORE

By NTSA Net Staff6/20/2016 • 0 Comments

You may have missed it, but you’ll likely be hearing a lot about John Oliver’s take on retirement savings, financial advisors, small plans, and the fiduciary regulation. Warning: It isn’t pretty. READ MORE

By Andrew Remo6/14/2016 • 0 Comments

Last week, House Republicans released the first of six documents detailing their policy agenda, a portion of which included recommendations to “build retirement security through the private retirement system.” READ MORE

By NTSA Net Staff6/13/2016 • 0 Comments

In MarketBeat, Robert Toth discusses issues that need to be addressed concerning 403(b)s and collective investment trusts (CITs). READ MORE

By NTSA Net Staff6/13/2016 • 0 Comments

In Tech Talk, Ellie Lowder discusses asset exchanges regarding 403(b) plans. READ MORE

By NTSA Net Staff6/13/2016 • 0 Comments

With the official Atlantic hurricane season just begun, it's timely to remember the possibility of significant property losses and business disruption — and the need for hardship distributions from 403(b)s, 457s and 401(k)s. READ MORE

By NTSA Net Staff6/7/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether individual 403(b) participant accounts can be considered individual contracts unless the third party administrator chooses to change the contract into a group contract. READ MORE

By NTSA Net Staff6/3/2016 • 0 Comments

By the end of last year, 403(b) plans contained nearly $1 trillion in assets; a recent paper takes a closer look at this significant part of the U.S. retirement landscape. READ MORE

By NTSA Net Staff5/31/2016 • 0 Comments

The IRS has updated the comprehensive page on its website that provides information about, and links to, information about retirement plan documents. READ MORE

By NTSA Net Staff5/27/2016 • 0 Comments

A recent blog post provides tips and ideas for ensuring that plan and participant information is secure and protected from cyberattack. READ MORE

By NTSA Net Staff5/18/2016 • 0 Comments

The tax incentives currently extended to workplace retirement plans are a potential casualty of a tax reform proposal that was the subject of a Senate Finance Committee hearing that included testimony from American Retirement Association Director of Retirement Policy Judy Miller. READ MORE

By John Iekel5/9/2016 • 0 Comments

Recent research about the development of annuity products and certain life insurance products used for retirement purposes provided food for thought at a May 6 session of LIMRA’s 2016 Retirement Industry conference. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

In MarketBeat, Barbara Webb writes that offering a designated Roth contribution program is not without strings, and offers a list of elements to consider before implementing such an option.

By NTSA Net Staff5/2/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who is age 55 and is retiring but has an agreement to return to work with the same employer to do a special project can make 403(B) withdrawals during the interim period without penalty. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

There was bad news and good news for IRA holders in the first quarter of 2016, according to a recent report by Fidelity Investments. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

By a razor-thin margin, the Connecticut senate approved a bill establishing a state-run retirement plan for private sector workers on April 30. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

Most Americans believe they pay nothing for their financial products — or have no idea what they pay — according to a new study. READ MORE

By NTSA Net Staff4/29/2016 • 0 Comments

Millennials have a much different relationship with their Boomer parents than Boomers did with theirs — and a new report says that could result in a different kind of retirement. READ MORE

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