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Special Pay, Post Employment and Match Plans

Special Pay, Post Employment and Match Plans

By NTSA Net Staff10/13/2017 • 0 Comments

The Social Security Administration (SSA) on Oct. 13 announced that the monthly Social Security and Supplemental Security Income (SSI) benefits will increase 2% in 2018. READ MORE

By Nevin Adams 7/17/2017 • 0 Comments

The good news is that the funding level of that critical financial underpinning of the nation’s retirement security didn’t decrease during the past year. READ MORE

By NTSA Net Staff4/11/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us what happens if a client who moves funds from an optional retirement program to a 457 and segregates his rollover money retires early and pulls the segregated money. READ MORE

By NTSA Net Staff6/28/2016 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses the rules for special pay features that became popular after EGTRRA enabled 403(b) sponsors to make employer nonelective contributions to the 403(b) account of a former employee. READ MORE

By NTSA Net Staff10/15/2015 • 0 Comments

There will be no cost-of-living adjustment (COLA) for Social Security this year — a precursor of what can be expected for retirement plan contribution and benefit limits. READ MORE

By Andrew Remo2/26/2015 • 0 Comments

Add Washington to the list of states that are considering legislation affecting the marketplace for private retirement plan products. READ MORE

By NTSA Net Staff10/21/2014 • 0 Comments

Connecticut State Comptroller Kevin Lembo (D) and State Treasurer Denise Nappier (D), who co-chair the Connecticut Retirement Security Board (CSRB) created earlier this year to come up with a plan, are looking for public comment on a market feasibility study on the feasibility of a state-sponsored retirement plan for all private sector employees. It is due to the legislature by Jan. 1, 2016.

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By NTSA Net Staff9/30/2014 • 0 Comments

Experience, it is said, is the most difficult teacher, because she always gives the test before she gives the lesson. Join us for a complimentary webcast on Friday, Oct. 10 from noon to 12:50 p.m. ET to hear NTSA Elite Advisor winners’ and nominees’ insights on how they overcame “shoulda, woulda, coulda...” to build successful practices. READ MORE

By NTSA Net Staff8/29/2014 • 0 Comments

Suppose an employer provides 100% vesting in its 403(b) plan. There is a 60-day wait for the employer match (100%, up to 4%), and an employee needs to work 20 hours per week to qualify for the match. The employer has no highly compensated employees. What type of plan setup could the employer pursue, and what are the possible ramifications at Form 5500 filing time?

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By John Iekel5/2/2014 • 0 Comments

If one of your 403(b) participants applies for a loan from her account, but the account was written when the company held a payroll slot with a non-ERISA employer, what do you do? And does it matter if you received contributions to the account after Jan. 1, 2005, but it was deselected by Jan. 1, 2009? READ MORE

By John Iekel2/11/2014 • 0 Comments

The words have barely faded from the teleprompter, but retirement experts have wasted no time in expressing caution regarding the “myRA” retirement accounts President Obama unveiled in his State of the Union Address. Chris Carosa of Fiduciary News provides a comprehensive list of 10 reasons to be cautious about myRAs. READ MORE

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