Service Providers

Service Providers

Service Providers

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.
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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

By NTSA Net Staff4/11/2016 • 0 Comments

In MarketBeat, Susan Diehl says with the enactment of the PATH Act many financial institutions have found rollovers into a SIMPLE IRA problematic, and addresses how this affects SIMPLE plans and what institutions need to know before accepting such rollovers. READ MORE

By Nevin Adams4/7/2016 • 0 Comments

A provision in the Department of Labor’s 2015 proposed fiduciary rule that would have had a significant impact on participant education has been modified in the final rule issued April 6. The revised provision aligns with recommendations made by the American Retirement Association. READ MORE

By Chris DeGrassi4/6/2016 • 0 Comments

While the devil is in the details, the Department of Labor’s (DOL) final fiduciary rule includes some improvements in the best interest contract (BIC) exemption from the previous proposal. READ MORE

By Nevin Adams4/6/2016 • 0 Comments

After months of comments, four days of public hearings, more than 3,000 comment letters, 300,000 petitions, and more than 100 meetings, nearly a year after the Department of Labor (DOL) unveiled its “Conflicts of Interest” proposal, we have a final fiduciary regulation. READ MORE

By NTSA Net Staff4/6/2016 • 0 Comments

In a big win for the advocacy efforts of the American Retirement Association and the National Tax-Deferred Savings Association (NTSA), as well as for plan advisors' ability to help participants with rollover decisions, the DOL’s final fiduciary regulation provides a streamlined exemption for “level-to-level” advisor compensation.

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By NTSA Net Staff4/4/2016 • 0 Comments

In MarketBeat, Kimberly Flett discusses the advantages of establishing health savings accounts, as well as how they relate to retirement plans. READ MORE

By Ray Harmon4/4/2016 • 0 Comments

FINRA has agreed to exclude the NTSA’s Model Disclosure Form from various filing requirements under FINRA Rule 2210. This is a big milestone for the NTSA’s effort to ensure public school employees receive the same retirement plan information as their private sector peers. READ MORE

By NTSA Net Staff3/28/2016 • 0 Comments

No fooling — some retirees and IRA holders must take required minimum distributions (RMDs) by April 1. READ MORE

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