Technical Competence

Technical Competence covers the nuts and bolts of the 403(b) plan market, focusing on regulations at both the state and federal level, along with developments in public-employee plan management.


 

By Nevin Adams1/19/2018 • 0 Comments

If at first you don’t succeed, try, try again — and the plaintiffs in an excessive fee suit have done just that. READ MORE

By John Iekel 1/19/2018 • 0 Comments

The New York Department of Financial Services’ proposal for a “best interest” standard for those licensed to sell life insurance and annuity products is of limited scope and notable for what it leaves out. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The IRS and PBGC are granting relief to those in the Golden State who have suffered due to the recent wildfires, floods, mudslides and debris flows that began on Dec. 4, 2017. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The IRS has issued a revised version of its comprehensive brochure on the retirement plan checkup material it makes available for plan sponsors. READ MORE

By John Iekel 1/18/2018 • 0 Comments

The New York Department of Financial Services’ proposal for a “best interest” standard for those licensed to sell life insurance and annuity products is of limited scope and notable for what it leaves out. READ MORE

By John Iekel 1/17/2018 • 0 Comments

Implementation of the DOL’s fiduciary rule has been delayed, but the SEC's work on its own rule reportedly is accelerating. READ MORE

By NTSA Net Staff1/16/2018 • 0 Comments

MarketBeat addresses relief the Disaster Tax Relief and Airport & Airway Extension Act of 2017 provides victims of recent hurricanes. READ MORE

By NTSA Net Staff1/16/2018 • 0 Comments

Tech Talk addresses whether a state employee who is enrolled in a state 457 plan through an insurer can transfer assets to that plan. READ MORE

By Ted Godbout1/16/2018 • 0 Comments

Legislation is before the New Jersey legislature that would require certain disclosures by non-fiduciary investment advisors regarding their fiduciary status with clients. READ MORE

By Ted Godbout1/12/2018 • 0 Comments

Individual retirement accounts generally show consistent growth, but differences do arise when comparing data samples, according to a new report from EBRI. READ MORE

By John Iekel 1/11/2018 • 0 Comments

A recent white paper discusses the Tax Cuts and Jobs Act of 2017 and its possible effects, such as those on retirement plans — including 403(b)s and 457s. READ MORE

By John Iekel 1/10/2018 • 0 Comments

Sen. Sheldon Whitehouse (D-RI) will join the Senate Finance Committee, Senate Minority Leader Chuck Schumer (D-NY) announced Jan. 9. READ MORE

By John Iekel 1/9/2018 • 0 Comments

OregonSaves, the state-sponsored retirement plan for private-sector workers, is now open to any employer of any size in Oregon. READ MORE

By John Iekel 1/9/2018 • 0 Comments

Missouri is the latest state whose legislature has before it a measure that would establish a state-run program for employees whose employers do not offer a retirement plan. READ MORE

By NTSA Net Staff1/9/2018 • 0 Comments

In MarketBeat, Susan Diehl discusses what we have found out about recharacterization of 2017 conversions under the new tax law. READ MORE

By NTSA Net Staff1/9/2018 • 0 Comments

Tech Talk addresses whether a non-QCCO can transfer assets to an ERISA 403(b) plan from a non-ERISA 403(b) that is part of a MEP. READ MORE

By John Iekel 1/8/2018 • 0 Comments

The official launch of Washington State’s Small Business Retirement Marketplace “is drawing near,” says Washington State Department of Commerce Marketplace Director Carolyn McKinnon. READ MORE

By NTSA Net Staff1/8/2018 • 0 Comments

The fiduciary regulation has been in effect since June 2017 — but there are misunderstandings aplenty, and in his most recent blog post, Fred Reish takes one on. READ MORE

By NTSA Net Staff1/2/2018 • 0 Comments

In MarketBeat, Robert Toth says it should come as no surprise that the oddities of dealing with the 403(b) annuity show up in EPCRS CAP settlements.
READ MORE

By NTSA Net Staff1/2/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether one should be cautious regarding all mergers of church plans, or only mergers of certain kinds of plans. READ MORE

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