Service Providers

Service Providers

Service Providers

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

By NTSA Net Staff11/20/2015 • 0 Comments

A new study finds that most workers strongly disagree with the statement, “My employer is responsible for providing for my retirement.” READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder makes an offer regarding info an employer that does not provide or even allow education of staff on financial matters can be provided on why that is important. READ MORE

By NTSA Net Staff11/9/2015 • 0 Comments

In MarketBeat, Robert Young argues that robo advisors are here to stay, but that human advisors remain important. READ MORE

By NTSA Net Staff10/29/2015 • 0 Comments

Justice Marcia Morales Howard of the U.S District Court for the Middle District of Florida said Oct. 28 that she will oversee a pension reform deal between the city of Jacksonville and the pension fund that serves its police and firemen. READ MORE

By NTSA Net Staff10/29/2015 • 0 Comments

The IRS issued a reminder in IR-2015-122 on Oct. 29 that those born before July 1, 1945 generally must receive payments from their IRAs by Dec. 31. READ MORE

By NTSA Net Staff10/29/2015 • 0 Comments

The Department of Labor’s proposed fiduciary rule would make many changes; one of which is the definition of what constitutes a recommendation. READ MORE

By Ray Harmon10/28/2015 • 0 Comments

A recent panel discussion the Indexed Annuity Leadership Council (IALC) held in Washington, D.C. titled, “The State of American Retirement: Navigating the Gender Imbalance,” made a strong case for more attention being paid to better enabling women to engage in financial planning. READ MORE

By NTSA Net Staff10/27/2015 • 0 Comments

Every interaction we have with somebody trains them what to do with us the next time — part of the core of the message Shari Harley, founder and President of Candid Culture, delivered in the latest NTSA Podcast.

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