Service Providers

Service Providers

Service Providers

By Craig Hoffman9/27/2017 • 0 Comments

An outline of the Republican tax reform plan was released today — a plan that includes a proposal to cap the tax rate on small business “pass-through” income at 25%. READ MORE

By ASPPA Net Staff9/26/2017 • 0 Comments

In MarketBeat, Robert J. Toth discusses offering to 403(b) plans the type of collective trust investments sold to 401(k) plans and one plan provider’s unique approach. READ MORE

By Nevin Adams9/25/2017 • 0 Comments

An excessive fee suit challenging the number of funds on the menu, the use of multiple recordkeepers, and the embrace of asset-based, rather than per-participant fees has been dismissed. READ MORE

By John Iekel9/19/2017 • 0 Comments

Action by the SEC due to breaches of fiduciary duty, inadequate disclosures and compliance deficiencies has prompted an RIA to issue rebates and credits to some of its clients, which include non-profits that sponsor 403(b) plans. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

By John Iekel9/7/2017 • 0 Comments

Plans, employers, service providers and administrators can act to protect plans and those they serve from the effects of hurricanes and natural disasters; the IRS and the DOL provide tips. READ MORE

By NTSA Net Staff8/31/2017 • 0 Comments

In MarketBeat, we discuss how the importance of cybersecurity goes well beyond the integrity of clients’ and plan participants’ sensitive information. READ MORE

By Ted Godbout8/28/2017 • 0 Comments

Health savings accounts are projected to exceed $60 billion in assets among nearly 30 million accounts by the end of 2019, according to a recent survey. READ MORE

By John Iekel8/25/2017 • 0 Comments

The head of a consultant firm in a series of blog entries warns employers and plan sponsors that it’s wise to pay close attention to defined contribution plan fees. READ MORE

By ASPPA Net Staff8/22/2017 • 0 Comments

In MarketBeat, Barbara Webb discusses how required minimum distributions (RMDs) should be handled in certain circumstances. READ MORE

By John Iekel8/11/2017 • 0 Comments

A recent blog entry argues that employers and plan administrators can face complex situations concerning distributions. READ MORE

By NTSA Net Staff8/8/2017 • 0 Comments

The 6th Circuit has said participants in a university’s plan do not have to exhaust administrative remedies before pursuing ERISA claims. A recent blog entry discusses what this means for plan fiduciaries. READ MORE

By Ray Harmon, John Iekel7/27/2017 • 0 Comments

Nevada’s new law that imposes a fiduciary duty on broker-dealers, sales representatives and investment advisers is now in effect; it also authorizes rules on fiduciary duty. READ MORE

By NTSA Net Staff7/24/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether Internal Revenue Code Section 403(b) allows 403(b) accounts to be used to buy back DB plan service credits. READ MORE

By NTSA Net Staff7/18/2017 • 0 Comments

In MarketBeat, Barbara Webb discusses some key terms fundamental to required minimum distributions (RMDs). READ MORE

By NTSA Net Staff7/18/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether there are age restrictions related to 403(b) loans. READ MORE

By ASPPA Net Staff7/15/2017 • 0 Comments

Employers offering 457 plans demonstrate a great degree of positivity about the plans and about their role in helping employees prepare for retirement, according to a recent study. READ MORE

By Nevin Adams 7/10/2017 • 0 Comments

Another “mega” university 403(b) plan finds itself in the excessive fee crosshairs of a participant-plaintiff suit. READ MORE

By John Iekel6/30/2017 • 0 Comments

The public sector's response to cybercrime to protect its retirement plans and participants is not uniform, a recent report suggests. READ MORE

By NTSA Net Staff6/21/2017 • 0 Comments

The American Retirement Association on June 20 filed a comment letter on items to be included in the 2017-2018 IRS guidance plan. The letter was in response to IRS Notice 2017-28. READ MORE

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