Plan Participants

It’s all about the outcome. Here you’ll find posts and commentary that focus on focus on serving plan participants — best practices, innovative approaches, etc.




By Joseph Caruso4/17/2018 • 0 Comments

State of the State Houses provides an update on the status of measures before the legislatures of California, Indiana, Kentucky, Maine, Maryland and New Jersey relevant to NTSA members. READ MORE

By John Ortman 4/16/2018 • 0 Comments

American Retirement Association CEO Brian Graff unveiled plans April 15 to address the expensive and outdated ERISA requirement to disclose information to 401(k) participants in paper form. READ MORE

By John Iekel 4/6/2018 • 0 Comments

The latest installment of ERISA Tips concerns the requirement that an SPD explain eligibility in manner that is clear enough for the average plan participant to understand. READ MORE

By John Iekel 3/1/2018 • 0 Comments

Sen. Orrin Hatch (R-UT) on March 1 outlined some of the effects the new tax reform law had on retirement plans and their participants. He made his remarks at an American Enterprise Institute event concerning the law's impact. READ MORE

By NTSA Net Staff2/27/2018 • 0 Comments

In MarketBeat, John Iekel provides a look at a panel at the recent NTSA Summit that discussed providing school employees with access to retirement plans. READ MORE

By Ted Godbout12/20/2017 • 0 Comments

Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11. READ MORE

By Nevin Adams12/6/2017 • 0 Comments

Tax reform proposals being hurried through Congress could have a dramatic impact on the retirement security of small businesses and millions of small business workers — we need your help to do something about it! READ MORE

By NTSA Net Staff11/20/2017 • 0 Comments

MarketBeat takes a look at how auto enrollment may be not only a boon, but also problematic. READ MORE

By NTSA Net Staff4/27/2017 • 0 Comments

As concerns about cybersecurity proliferate, a state securities regulator is considering changes that would impose new requirements on financial advisers and broker-dealers. READ MORE

By John Iekel4/7/2017 • 0 Comments

“I would encourage caution among policymakers when considering dramatic changes to retirement policy for tax policy purposes,” former Sen. Kent Conrad (D-ND) told a Senate committee on April 5. READ MORE

By NTSA Net Staff1/26/2017 • 0 Comments

A recent survey finds that most households are rolling their entire retirement plan account balance into an individual retirement account, and that the vast majority claim to have a strategy for managing income and assets in retirement. READ MORE

By NTSA Net Staff1/23/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an heir who transfers her deceased uncle’s 403(b) account into her inherited IRA may roll her own 403(b) into the IRA. READ MORE

By NTSA Net Staff11/22/2016 • 0 Comments

In MarketBeat, Susan Diehl provides thresholds and contribution levels the IRS has issued that are relevant to retirement benefits for 2017. READ MORE

By NTSA Net Staff11/15/2016 • 0 Comments

In MarketBeat, Sue Diehl discusses the changes that have taken place with 529 plans as a result of the enactment of the ABLE Act in December 2014. READ MORE

By ASPPA Net Staff11/14/2016 • 0 Comments

In Tech Talk, Ellie Lowder answers questions about what longevity annuities are and when they will be offered as an option. READ MORE

By NTSA Net Staff11/14/2016 • 0 Comments

A recent article takes a look at some of the key challenges retirees face and their impact on retirement benefits. READ MORE

By NTSA Net Staff10/17/2016 • 0 Comments

The 2017 403(b) Masters Summit, to be held Jan. 25-27, 2017 in Carefree, Ariz., features an agenda that includes four unique, progressive modules. READ MORE

By NTSA Net Staff9/13/2016 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses how state laws continue to evolve 10 years after the Pension Protection Act of 2006 left intact state law barriers if a DC plan was not subject to ERISA. READ MORE

By NTSA Net Staff9/1/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an individual who has a Roth IRA and a Roth 403(b) and whose plan document accepts rollovers into the plan can roll over his Roth IRA to the Roth 403(b).

By John Iekel7/7/2016 • 0 Comments

In a recent study, the Society of Human Resource Management (SHRM) reports that some aspects of employer-provided retirement benefits have grown in the last one to four years, while others have declined slightly and many have held steady. READ MORE

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