Service Providers

Service Providers

Service Providers

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

By NTSA Net Staff1/25/2016 • 0 Comments

A new survey finds an impressive retirement preparations gap among those who use the services of a financial advisor. READ MORE

By NTSA Net Staff1/20/2016 • 0 Comments

A recent study suggests that the principle location, location, location that applies to real estate also may apply to retirement plan access. READ MORE

By NTSA Net Staff1/14/2016 • 0 Comments

The Governmental Accounting Standards Board (GASB) has issued guidance and a proposal that would be applicable to state and local pension plans. READ MORE

By NTSA Net Staff1/13/2016 • 0 Comments

Plan sponsors are more likely to work with an advisor who offers a specific value proposition of capabilities and services, something few advisors articulate, according to new research from MassMutual. READ MORE

By NTSA Net Staff1/12/2016 • 0 Comments

The IRS has made available updated materials relevant to annual filings that 403(b) plans and certain IRA holders must make. READ MORE

By NTSA Net Staff1/7/2016 • 0 Comments

The IRS has issued an updated version of Publication 575, “Pension and Annuity Income,” for use in preparing 2015 returns. READ MORE

By NTSA Net Staff1/4/2016 • 0 Comments

In MarketBeat, Ellie Lowder discusses employee benefit-related changes contained in the huge appropriations bill enacted Dec. 18, 2015 that are of interest to NTSA. READ MORE

By NTSA Net Staff12/30/2015 • 0 Comments

In 2016, be ready for more of the same regarding attention to fees charged plan sponsors and participants says Susan Mangiero in her blog, Pension Risk Matters. READ MORE

By NTSA Net Staff12/22/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who contributes to a 403(b) and 457(b) and is over age 70½ can contribute to a Roth IRA. READ MORE

By NTSA Net Staff12/17/2015 • 0 Comments

It’s the time of year when Santa — and those who work with 403(b) plans — are making their end-of-year lists — and checking them twice. To that end, the lawyers at Snell & Wilmer have prepared a end-of-year “to do” list for 403(b) plans.
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By NTSA Net Staff12/17/2015 • 0 Comments

Among the strongest trends of the outgoing year: growth in employee engagement in their financial wellness, use of annuities and offerings of QLACs, say two recently released studies, and next year may bring more of the same. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In “Is Your Benefits Communication Reaching Your Millennial Employees?” Kellie Riccelli offers ideas on presenting and phrasing information in a way that could be helpful in boosting Millennals' participation in retirement plans. READ MORE

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