Service Providers

Service Providers

Service Providers

By NTSA Net Staff3/25/2016 • 0 Comments

The Illinois Supreme Court has struck down the measure enacted in 2014 to help address the poor financial condition of Chicago’s public pension plan. READ MORE

By NTSA Net Staff3/22/2016 • 0 Comments

Most advisors are concerned that the Department of Labor’s (DOL) fiduciary proposal will have a negative impact on how they do business, according to a new survey. READ MORE

By NTSA Net Staff3/22/2016 • 0 Comments

Securities and Exchange Commission (SEC) Chair Mary Jo White on March 22 presented her agency’s fiscal year (FY) 2017 budget request, which calls for increased funding for examination of investment advisers and other key entities who interact with retail and institutional investors.
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By NTSA Net Staff3/22/2016 • 0 Comments

Despite taking a beating during a tumultuous period in the markets, America’s retirement confidence proved to be resilient, if not its level of preparation. READ MORE

By NTSA Net Staff3/21/2016 • 0 Comments

The impending release of the Department of Labor’s (DOL) fiduciary rule could spur the development and use of new technology, as well as fresh oversight of the technology intended to help with compliance. READ MORE

By Ray Harmon3/15/2016 • 0 Comments

Since January, new state retirement plan bills have poured into state legislatures around the country, some promising opportunity and some threatening confusion or worse for state plan participants. READ MORE

By NTSA Net Staff3/9/2016 • 0 Comments

A new report asserts that today’s consumers do not want “communication,” they want personal guidance. READ MORE

By NTSA Net Staff3/7/2016 • 0 Comments

In Tech Talk, Ellie Lowder says how the ERISA exemption of a 403(b) plan that allows only elective deferrals would be affected if the plan sponsor began approving loans and hardship withdrawals. READ MORE

By NTSA Net Staff3/4/2016 • 0 Comments

The IRS on March 3 issued an alert concerning a phishing email scheme that requests personal information concerning employees. READ MORE

By NTSA Net Staff3/3/2016 • 0 Comments

The Financial Industry Regulatory Authority (FINRA) is conducting an inquiry to find out how broker-dealers establish and apply their cultural values and those values guide firms’ business conduct. READ MORE

By NTSA Net Staff3/1/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us what the options are for two sons who inherited their mother’s 401(k), pension and IRA. READ MORE

By NTSA Net Staff2/17/2016 • 0 Comments

Michael Kitces in “How a More Regular Client Meeting Schedule Enhances Advisor Productivity and Business Growth” posits that setting regular client meetings and actively controlling schedules can pay dividends for an advisor's business and service to clients. READ MORE

By NTSA Net Staff2/10/2016 • 0 Comments

Increased longevity is good news, but for pension plans it creates more stress — it spells greater drain and heightens the likelihood that plans will pay benefits for a longer period.

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By Andrew Remo2/10/2016 • 0 Comments

The Obama administration’s final budget wasn’t a complete retread of its prior retirement plan proposals, but there wasn’t much good news for employer-sponsored retirement plans. READ MORE

By NTSA Net Staff2/5/2016 • 0 Comments

In MarketBeat, Kimberly Flett provides a discussion of reporting under the Affordable Care Act, which the NTSA Communication Committee believes will be helpful in understanding other reporting obligations.
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By ASPPA Net Staff2/5/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us what the options are for a client after he attains age 59½ who already has been taking substantially equal distributions for six years. READ MORE

By NTSA Net Staff2/4/2016 • 0 Comments

Generation X — long overlooked as a generational “middle child” between Boomers and Millennials — is waking up to the realities of retirement savings, according to a new report. READ MORE

By NTSA Net Staff1/29/2016 • 0 Comments

In MarketBeat, Ellie Lowder gives us a look at the discussions at the recent NTSA Masters Summit concerning the NTSA Best Practices Manual. READ MORE

By NTSA Net Staff1/29/2016 • 0 Comments

The IRS in Notice 2016-16, issued Jan. 29, provides guidance on mid-year changes to a safe harbor plan under Internal Revenue Code Sections 401(k) and 401(m). READ MORE

By NTSA Net Staff1/29/2016 • 0 Comments

A study conducted in 2015 concludes that the retirement system serving New York City, which had assets of $162.9 billion as of June 30, 2015, needs a variety of additional resources. READ MORE

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