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 Iekel10/17/2017 • 0 Comments

A recent blog post lists the biggest 403(b) providers and administrators and describes the circumstances under which a non-profit may be better served by considering a wider range of options. READ MORE

By NTSA Net Staff10/17/2017 • 0 Comments

In MarketBeat, Lynn Knight discusses a few advantages an ERISA 403(b) plan has compared to a 401(k) plan. READ MORE

By NTSA Net Staff10/16/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if it is possible to aggregate across different 403(b) plans or if the aggregation rule only applies to multiple accounts within the same plan. READ MORE

By Andrew Remo10/13/2017 • 0 Comments

Congressional action has included deliberations and discussions concerning a variety of measures and steps relevant to retirement plans and benefits. READ MORE

By NTSA Net Staff10/13/2017 • 0 Comments

The Social Security Administration (SSA) on Oct. 13 announced that the monthly Social Security and Supplemental Security Income (SSI) benefits will increase 2% in 2018. READ MORE

By NTSA Net Staff10/13/2017 • 0 Comments

President Trump has officially announced his intent to nominate Preston Rutledge to be an Assistant Secretary of Labor, Employee Benefits Security Administration. READ MORE

By NTSA Net Staff10/12/2017 • 0 Comments

The ERISA Industry Committee (ERIC) filed a lawsuit Oct. 12 against the Oregon Retirement Savings Board, saying that a provision of the state’s OregonSaves retirement program for private-sector employees obstructs ERISA. READ MORE

By Ted Godbout10/11/2017 • 0 Comments

A published report says the Trump administration is prepared to nominate a new Assistant Secretary for the Department of Labor’s Employee Benefits Security Administration (EBSA). READ MORE

By NTSA Net Staff10/9/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses steps that will be helpful in determining whether a tax-exempt organization is a 501(c)(3) and can sponsor a 403(b). READ MORE

By NTSA Net Staff10/9/2017 • 0 Comments

In Tech Talk, Susan Diehl tell us whether 403(b) plans have to use a calendar year. READ MORE

By Nevin Adams10/6/2017 • 0 Comments

Citing the rulings in a number of other university 403(b) suits, a federal district court has weighed in on the issues in a case involving Johns Hopkins University. READ MORE

By John Iekel10/6/2017 • 0 Comments

The IRS Tax Exempt and Government Entities (TE/GE) Office has issued its fiscal year 2018 work plan, which includes actions that will affect plan applications as well as steps to ensure and improve compliance. READ MORE

By John Iekel10/5/2017 • 0 Comments

SEC Chairman Jay Clayton reiterated on Oct. 4 in testimony before the House Financial Services Committee that he is “focused on the standards of conduct” for investment professionals. READ MORE

By NTSA Net Staff10/4/2017 • 0 Comments

A recent blog entry identifies three errors in administering plan loans that plans should try to avoid. READ MORE

By NTSA Net Staff10/3/2017 • 0 Comments

In MarketBeat, Ted Godbout discusses the insights shared at the Financial Services Roundtable on Sept. 27, 2017 — the day President Trump and congressional leaders released a tax reform plan. READ MORE

By NTSA Net Staff10/2/2017 • 0 Comments

In Tech Talk, we address the rules concerning bankruptcy protection for non-ERISA 403(b) plans. READ MORE

By John Iekel10/2/2017 • 0 Comments

The Oregon Treasury has provided a report on the status of OregonSaves as it approaches full implementation; it now covers more than 2,000 employees. READ MORE

By NTSA Net Staff9/29/2017 • 0 Comments

Congress on Sept. 28 approved legislation to expand access by victims of Hurricanes Harvey, Irma and Maria to their 401(k) and similar plans without incurring IRS penalties and taxes, clearing the measure for President Trump’s expected signature. READ MORE

By NTSA Net Staff9/28/2017 • 0 Comments

Rothification may not be on the table — yet — but the GOP’s tax reform outline includes a potentially nasty surprise for small business retirement plans. READ MORE

By Ted Godbout9/28/2017 • 0 Comments

Rep. Ann Wagner (R-MO) introduced legislation on Sept. 27 that would repeal the Department of Labor’s (DOL) fiduciary rule and create a new standard of conduct for brokers and dealers. READ MORE

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