Service Providers

Service Providers

Service Providers

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.
READ MORE

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

By NTSA Net Staff4/26/2016 • 0 Comments

In MarketBeat, Susan Diehl discusses a new option that permits financial institutions and other service providers that offer a plan document to request a closing agreement on behalf of all clients that missed the April 30, 2016 deadline for adopting a pre-approved plan. READ MORE

By NTSA Net Staff4/26/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the 403(b) assets of a client who is preparing to declare bankruptcy are protected. READ MORE

By NTSA Net Staff4/26/2016 • 0 Comments

Advisors aren’t the only ones sifting their way through the new fiduciary regulation, though just 60% of providers in a recent survey say they want to understand the impact on the advisors with whom they work. READ MORE

By Nevin Adams 4/21/2016 • 0 Comments

Sure you do — and we’ve developed a way for you to ask the Labor Department. READ MORE

By NTSA Net Staff4/21/2016 • 0 Comments

Millennials may be redefining retirement, and not in the way you might think. READ MORE

By NTSA Net Staff4/21/2016 • 0 Comments

Grasping the importance of preparing for retirement does not necessarily translate to action to bring it about, says a recent study on Americans’ financial beliefs and behavior. READ MORE

By NTSA Net Staff4/15/2016 • 0 Comments

Some retirees and IRA holders who turned age 70½ in 2015 had to take required minimum distributions by April 1; others must take them by New Year’s Eve. FINRA has taken the opportunity to update its treatment of common questions about RMDs and IRAs.
READ MORE

By NTSA Net Staff4/15/2016 • 0 Comments

On April 6, the Department of Labor issued the final version of the much-discussed fiduciary regulation. It will have a big impact, and Chris DeGrassi, and Sue Diehl spoke about this major development in an April 13 NTSA webcast. READ MORE

By NTSA Net Staff4/14/2016 • 0 Comments

A recent study found that the most retirement-savvy generation may be — of all things — the Millennials! READ MORE

By NTSA Net Staff4/14/2016 • 0 Comments

A new survey says that 77% of Americans over the age of 40 don’t know how much they can withdraw without running out of money, though it’s hard not to see that as a conservative figure. READ MORE

By NTSA Net Staff4/13/2016 • 0 Comments

Everyone is well aware of the need for cybersecurity and protecting the privacy of data. But there is an additional concern for retirement plan fiduciaries — they are important to fulfilling fiduciary duty. READ MORE

By NTSA Net Staff4/13/2016 • 0 Comments

When life hands you lemons, make lemonade — and recent assessments suggest that the maxim may even apply for those who anticipate that the fiduciary rule the DOL released may create challenges. READ MORE

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

DNN Web Control Container

0