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.


 

Technical Competence

Technical Competence

By John Iekel 5/18/2018 • 0 Comments

The latest installment of ERISA Tips discusses avoiding being in violation of ERISA Section 404(a)(1)(D) plan document duties. READ MORE

By Nevin Adams 5/18/2018 • 0 Comments

A new excessive fee suit claims that participants in a university 403(b) plan have paid fees “close to 10 times what they should be.” READ MORE

By NTSA Net Staff5/18/2018 • 0 Comments

Tech Talk discusses how one can obtain a PLR or a document that relies on one in order to comply with a state law requiring that governmental 457s obtain one. READ MORE

By Nevin Adams 5/18/2018 • 0 Comments

The states of California, New York and Oregon have asked the 5th Circuit to reconsider its decision denying the states’ motion to intervene in litigation involving the DOL fiduciary rule. READ MORE

By NTSA Net Staff5/15/2018 • 0 Comments

It may seem like a long time until 2019 — but the IRS has already published the 2019 inflation-adjusted amounts for health savings accounts (HSAs). READ MORE

By NTSA Net Staff5/15/2018 • 0 Comments

In MarketBeat, Robert Toth offers some insights regarding one of the most common errors in any elective deferral plan: the late deposit of those deferrals into the plan.
READ MORE

By NTSA Net Staff5/15/2018 • 0 Comments

Tech Talk addresses the best practice for completing the Special Effective Dates Addendum/Appendix for a plan given specific circumstances. READ MORE

By John Iekel 5/14/2018 • 0 Comments

The latest installment of ERISA Tips discusses the Prudent Man Standard of Care. READ MORE

By Joseph Caruso5/14/2018 • 0 Comments

State of the State Houses is an occasional feature that provides the status of bills before state legislatures relevant to NTSA members; the latest installment looks at bills in California and New York. READ MORE

By NTSA Net Staff5/8/2018 • 0 Comments

The Wisconsin Association of Independent Colleges and Universities (WAICU) has partnered with Transamerica to create a 403(b) multiple employer plan. READ MORE

By John Iekel 5/8/2018 • 0 Comments

The deadline by which employers in Oregon with 50-99 employees are to register with OregonSaves is fast approaching. READ MORE

By John Iekel 5/8/2018 • 0 Comments

The latest installment of ERISA Tips discusses ERISA fidelity bonds. READ MORE

By Ted Godbout5/8/2018 • 0 Comments

As anticipated, the DOL has extended until further notice its temporary enforcement policy relating to its rule defining who is a fiduciary and the associated prohibited transaction exemptions. READ MORE

By NTSA Net Staff5/8/2018 • 0 Comments

One of the most vocal critics of the Labor Department’s fiduciary rule is leaving the Securities and Exchange Commission — with a mammoth advice proposal out for public comment. READ MORE

By Nevin Adams5/7/2018 • 0 Comments

As the fiduciary rule (and the Best Interest Contract Exemption) expires, regulatory agencies are reportedly ready with a fix, albeit a temporary one, for commission-based advisors offering retirement plan advice. READ MORE

By NTSA Net Staff5/7/2018 • 0 Comments

Tech Talk addresses whether a client with defaulted loans on a fixed annuity that takes a full distribution would, in effect, pay taxes twice on the amount of defaulted loans. READ MORE

By John Iekel 5/4/2018 • 0 Comments

Rules for fiduciaries – and what the term itself even means – figured prominently in a May 2 session of the Plan Sponsor Council of America Annual Conference in Scottsdale, AZ. READ MORE

By Nevin Adams5/4/2018 • 0 Comments

With Twitter-length brevity, the 5th Circuit has dispensed with attempts by AARP and three states to step into the fight over the future of the DOL’s fiduciary rule. READ MORE

By Joseph Caruso5/1/2018 • 0 Comments

State of the State Houses is an occasional feature that provides the status of legislation before state legislatures relevant to NTSA members. READ MORE

By John Iekel 4/27/2018 • 0 Comments

An April 18 NTSA webinar discussed correcting errors and making restatements by March 31, 2020, the deadline for 403(b) plan sponsors to self-correct plan provisions that violate the Internal Revenue Code. READ MORE

«« First « Previous |1 2 3 4 ... 64 65 66 67 68 69 70 | Last ››

DNN Web Control Container

0