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 1/31/2018 • 0 Comments

The IRS has reviewed and updated the information it provides in frequently asked questions (FAQs) concerning recharacterizations of IRA contributions. READ MORE

By John Iekel 1/30/2018 • 0 Comments

At a Jan. 25 session of the 2018 NTSA Summit in Houston, NTSA Executive Director Brent Neese outlined the top 10 issues affecting state advocacy and the 403(b) market, and called for active engagement by NTSA members. READ MORE

By NTSA Net Staff1/30/2018 • 0 Comments

In MarketBeat, Susan Diehl argues that the changes the IRS made to user fees charged for most Voluntary Correction Program submissions are good and bad news — and explains why.

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By NTSA Net Staff1/30/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a non-church 403(b) plan can require eligible employees to wait to begin deferrals until after a 90-day eligibility period. READ MORE

By John Iekel 1/26/2018 • 0 Comments

A recent analysis suggests that the SEC’s take on a fiduciary standard may be inching closer to that of the DOL. READ MORE

By Nevin Adams1/26/2018 • 0 Comments

An amended claim in an excessive fee litigation treads some new ground – including naming the plan’s investment advisor as a defendant. READ MORE

By John Iekel 1/25/2018 • 0 Comments

Retirement plan professionals may feel like spelunkers at times — maneuvering through tight openings, spanning yawning chasms, dodging the errant bat amid the primordial gloom. Susan Diehl shed some light on the path in a Jan. 24 session at the 2018 NTSA Summit in Houston. READ MORE

By NTSA Net Staff1/22/2018 • 0 Comments

In MarketBeat, we look at a discussion by ERISA attorney Fred Reish concerning what he terms “another mistaken belief” about the fiduciary regulation. READ MORE

By NTSA Net Staff1/22/2018 • 0 Comments

The new year is well under way, and dates by which compliance-related functions concerning 403(b) plans must be performed already loom ahead. READ MORE

By NTSA Net Staff1/22/2018 • 0 Comments

Tech Talk discusses the implications when an employer that is part of a MEP that is beginning a new ERISA plan has been advised to distribute all assets to the participants. 
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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

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