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 Iekel11/22/2017 • 0 Comments

A recent blog entry discusses the beneficiary options under the RMD regulations that were issued on April 17, 2002, and the importance of the distinctions. READ MORE

By Nevin Adams 11/21/2017 • 0 Comments

In a big win for the lobbying efforts of the American Retirement Association’s Government Affairs Committee (GAC), the IRS has dropped a series of compliance questions from the 2017 Form 5500. READ MORE

By John Iekel11/21/2017 • 0 Comments

Kentucky Gov. Matt Bevin (R) has unveiled a proposal to shift the Teachers’ Retirement System from the current DB system to a DC-based system; a recent actuarial analysis suggests the proposed changes may not be a panacea. READ MORE

By NTSA Net Staff11/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a frozen ERISA-exempt 403(b) plan which indicates in their plan document that it has been closed still must send an Annual Meaningful Opportunity Notice. READ MORE

By Ted Godbout11/20/2017 • 0 Comments

If at first you don’t succeed, try, try again seems to be the motto used in a new class action lawsuit filed against New York University alleging breach of fiduciary duties for excessive plan fees in the school’s retirement plans. READ MORE

By Nevin Adams11/17/2017 • 0 Comments

The National Association for Fixed Annuities hasn’t had much success thus far in its litigation challenging the Department of Labor’s (DOL) fiduciary regulation — until now. READ MORE

By Ted Godbout11/17/2017 • 0 Comments

On Capitol Hill on Nov. 16 both the House and Senate took major steps toward completing the much-anticipated tax reform overhaul. READ MORE

By Ted Godbout11/16/2017 • 0 Comments

While all eyes have been on the latest tax reform changes, there were two important hearings taking place on Capitol Hill Nov. 15 concerning the Department of Labor. READ MORE

By Nevin Adams 11/15/2017 • 0 Comments

Late last night, Senate Finance Committee Chairman Orrin Hatch (R-UT) released a modified chairman’s mark for the Tax Cuts and Jobs Act, with — mostly — good news for retirement plans. READ MORE

By John Iekel11/14/2017 • 0 Comments

Retirement benefits are on the agenda in the IRS’ recently released 2017-2018 Priority Guidance Plan. READ MORE

By Nevin Adams 11/14/2017 • 0 Comments

The Chairman’s Mark of the GOP tax reform proposal introduced in the Senate last week does some damage to 403(b) and 457 plans. READ MORE

By NTSA Net Staff11/14/2017 • 0 Comments

The Nutmeg State’s state-run auto-IRA plan for private sector workers isn’t going to be ready for business on Jan. 1, 2018 after all. READ MORE

By NTSA Net Staff11/13/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether churches are exempt from the requirement that there be a plan document. READ MORE

By Nevin Adams 11/13/2017 • 0 Comments

A weekend of lobbying on Capitol Hill has yielded some encouraging news on tax reform – but serious problems remain for retirement plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

While tax reform is still very much a work in progress, there was a lot of good news for retirement plans and retirement savers yesterday. But there were also a couple of unwelcome surprises, particularly for 403(b) and 457(b) plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

The Chairman’s Mark of the Senate tax reform proposal throws a few unexpected curves — bringing back problems for deferred compensation plans, introducing some new problems for 403(b) and 457 plans and capping catch-up contributions. READ MORE

By NTSA Net Staff11/9/2017 • 0 Comments

The Senate Health, Education Labor & Pensions (HELP) Committee will hold a hearing Nov. 15 on a new potential Assistant Secretary of Labor, Employee Benefits Security Administration. READ MORE

By NTSA Net Staff11/7/2017 • 0 Comments

This week the House Ways & Means Committee began marking up the 429-page “Tax Cuts and Jobs Act.” What will that mean for 403(b) plan advisors? READ MORE

By Andrew Remo11/3/2017 • 0 Comments

While much of the focus has been on the potential “Rothification” of 401(k) plans, the Tax Cuts and Jobs Act included a number of other retirement plan-related provisions, including changes that impact hardship withdrawals and loans. READ MORE

By NTSA Net Staff11/1/2017 • 0 Comments

In MarketBeat, Robert Toth discusses an issue that has delayed vendors’ implementation of the IRS 403(b) pre-approved plan program. READ MORE

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