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 NTSA Net Staff11/1/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a plan sponsor needs to confirm an RMD had taken place, and whether the plan sponsor needs to take any additional steps. READ MORE

By John Iekel11/1/2017 • 0 Comments

The IRS in a private letter ruling (PLR) has said that a Section 457(b) plan may include an auto-enrollment feature. READ MORE

By John Iekel11/1/2017 • 0 Comments

The Oregon Retirement Savings Board has issued a reminder regarding the next registration deadline for OregonSaves and a report on some of the results of the program so far. READ MORE

By Nevin Adams11/1/2017 • 0 Comments

Apparently we’ll have to wait another day to find out what House Republicans have in mind for tax reform. READ MORE

By Ted Godbout11/1/2017 • 0 Comments

In a preemptive move against retirement provisions in the forthcoming House Republican tax reform plan, Senate Democratic leaders on Oct. 31 unveiled an alternative proposal that would increase 401(k) contribution limits. READ MORE

By NTSA Net Staff10/30/2017 • 0 Comments

In MarketBeat, Richard H. Ford discusses the effects that adding the Roth option can have on a plan and on its participation levels. READ MORE

By NTSA Net Staff10/30/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if you can aggregate across 403(b) plans, what the plan sponsor’s responsibility is for confirming RMDs are processed. READ MORE

By Brent Neese10/30/2017 • 0 Comments

After significant deliberation with NTSA and other stakeholders over the last several months, the Texas Teachers Retirement System Board unanimously passed new 403(b) rules that will be fully effective on Oct. 1, 2019. READ MORE

By John Iekel10/30/2017 • 0 Comments

The California Secure Choice Retirement Savings Investment Board has issued a request for proposal for investment consulting services. READ MORE

By Ray Harmon10/30/2017 • 0 Comments

Kentucky Gov. Matt Bevin, House Speaker Jeffrey Hoover, and Senate President Robert Stivers jointly announced a proposal to close the state’s pension plan to teachers and move new hires to a DC-only option going forward. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

If last week’s volley between President Trump and House Ways and Means Committee Chairman Kevin Brady (R-TX) over the potential Rothification of 401(k)s has you perplexed, rest assured, we should have some initial answers this week. READ MORE

By NTSA Net Staff10/30/2017 • 0 Comments

The Oregon Retirement Savings Board has completed a second stage of rulemaking for OregonSaves, the state-run retirement plan that is approaching full implementation. READ MORE

By Ray Harmon10/26/2017 • 0 Comments

The Massachusetts legislature’s Joint Committee on State Administration and Regulatory Oversight has considered a bill that would set up a state-run MEP for private employers in the Bay State. READ MORE

By NTSA Net Staff10/23/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn writes that it may be an affirmative obligation in the employer’s 403(b) plan document to notify participants of annual additions limit rules. READ MORE

By NTSA Net Staff10/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether the changes that allow loan repayments to be postponed until Dec. 31, 2018 also stop accrual of loan interest. READ MORE

By John Iekel10/20/2017 • 0 Comments

The IRS on Oct. 19 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. READ MORE

By NTSA Net Staff10/18/2017 • 0 Comments

Seattle Mayor Tim Burgess sent legislation to the Seattle City Council on Oct. 10 that would establish the Seattle Retirement Savings Plan. READ MORE

By Nevin Adams10/18/2017 • 0 Comments

It’s said that reasonable minds can differ — and that turns out to be the case in another university suit. READ MORE

By NTSA Net Staff10/18/2017 • 0 Comments

The Department of Labor (DOL) continues to fight an attempt by at least one fiduciary rule opponent to pursue its case in court. READ MORE

By John Iekel10/17/2017 • 0 Comments

The IRS and the PBGC are providing relief from some deadlines and requirements relevant to retirement plans for certain victims of the wildfires in California. READ MORE

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