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 4/3/2018 • 0 Comments

A March 28 NTSA webcast addressed an important aspect of the deadline by which employers with 403(b) plans must restate their plans under the first RAP: the proper completion of restated documents. READ MORE

By Nevin Adams4/3/2018 • 0 Comments

One of the first university 403(b) cases to be filed has had most of its motions to dismiss denied in the U.S. District Court for the District of Connecticut. READ MORE

By Ted Godbout4/3/2018 • 0 Comments

The Empire State is moving forward with its own voluntary retirement savings program for employees who are not offered a plan through their employer.
READ MORE

By NTSA Net Staff4/3/2018 • 0 Comments

In MarketBeat, John Iekel looks at a recent analysis that suggests that the 5th Circuit’s recent ruling on the fiduciary rule may not have the results the rule’s opponents intended. READ MORE

By NTSA Net Staff4/3/2018 • 0 Comments

Tech Talk addresses whether double dipping is still allowed within 403(b) and 457 plans, and whether employers can still contribute to a former employee’s 403(b) for up to five years. READ MORE

By John Iekel 4/3/2018 • 0 Comments

This installment of ERISA Tips focuses on the importance of plan monitoring.

READ MORE

By Nevin Adams 3/29/2018 • 0 Comments

An industry trade group has settled its lawsuit against the Oregon Retirement Savings Board (ORSB) – but the issue raised wouldn’t seem to be settled yet. READ MORE

By Nevin Adams3/27/2018 • 0 Comments

An appeal of a decision supporting the Department of Labor’s (DOL) fiduciary rule won’t have its day in court, after all. READ MORE

By Joseph Caruso3/26/2018 • 0 Comments

State of the State Houses reports on the status of legislation before the legislatures of Iowa, Kentucky, Maryland and Oklahoma that is relevant to NTSA members. READ MORE

By Joseph Caruso3/26/2018 • 0 Comments

Wyoming Gov. Matthew H. Mead (R) has signed a bill creating a task force to study the state’s retirement preparedness and retirement savings programs — and the possibility of creating a state-run retirement plan for private-sector workers. READ MORE

By NTSA Net Staff3/23/2018 • 0 Comments

In MarketBeat, Susan Diehl discusses the new limits for HSA contributions for family coverage that the IRS has issued for 2018. READ MORE

By John Iekel 3/23/2018 • 0 Comments

The latest ERISA Tips features a discussion of the difference between ERISA and Non-ERISA plans. READ MORE

By NTSA Net Staff3/23/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether the new tax reform law affects the 10% penalty on 403(b) distributions made before age 59½. READ MORE

By Joseph Caruso3/21/2018 • 0 Comments

For the moment, anyway, the Old Line State has stepped back crossing a line that would have established its own fiduciary rule. READ MORE

By John Iekel 3/21/2018 • 0 Comments

There is still some time to make a contribution to an IRA and be able to claim it on a 2017 tax return — but not much. READ MORE

By Brent Neese3/20/2018 • 0 Comments

The NTSA is pleased to unveil the NTSA Advocacy and Resource (ARC), a member-only website featuring an interactive 403(b)/457 plan industry advocacy map of the United States, with detailed summaries for each state. READ MORE

By NTSA Net Staff3/20/2018 • 0 Comments

In MarketBeat, Nevin Adams discusses what he considers to be the three biggest mistakes fiduciaries make. READ MORE

By John Iekel 3/20/2018 • 0 Comments

The Washington State Department of Commerce has launched the state’s Retirement Marketplace, a virtual marketplace that offers low-cost retirement savings plans to businesses with fewer than 100 employees. READ MORE

By Joseph Caruso3/19/2018 • 0 Comments

The Iowa Retirement Investors’ Club (RIC) and the Iowa Department of Administrative Services, which oversees the program, recently concluded their invitation to qualify (ITQ) process for new providers. READ MORE

By Joseph Caruso3/19/2018 • 0 Comments

State of the State House provides a look at the status of legislation before state legislatures in Maryland and Tennessee that is relevant to NTSA members. READ MORE

«« First |1 2 3 4 5 ... 63 64 65 66 67 68 69 | Last ››

DNN Web Control Container

0