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 1/8/2018 • 0 Comments

The official launch of Washington State’s Small Business Retirement Marketplace “is drawing near,” says Washington State Department of Commerce Marketplace Director Carolyn McKinnon. READ MORE

By NTSA Net Staff1/8/2018 • 0 Comments

The fiduciary regulation has been in effect since June 2017 — but there are misunderstandings aplenty, and in his most recent blog post, Fred Reish takes one on. READ MORE

By NTSA Net Staff1/2/2018 • 0 Comments

In MarketBeat, Robert Toth says it should come as no surprise that the oddities of dealing with the 403(b) annuity show up in EPCRS CAP settlements.
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By NTSA Net Staff1/2/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether one should be cautious regarding all mergers of church plans, or only mergers of certain kinds of plans. READ MORE

By John Iekel 1/2/2018 • 0 Comments

The Center for State and Local Government Excellence has gazed into its crystal ball and reflects on trends to watch in 2018 regarding state and local governments’ retirement plans. READ MORE

By John Iekel 1/2/2018 • 0 Comments

A look at the nuts and bolts of Iowa's supplemental 403(b) program provides a close look at what such a program can entail.
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By Nevin Adams12/28/2017 • 0 Comments

Defendants successfully made their case in staving off a decision in a case involving Princeton University’s 403(b) plans, and in so doing placed their bets on the outcome of another case in the 3rd Circuit. READ MORE

By Ted Godbout12/27/2017 • 0 Comments

Before heading out for the holidays, President Trump on Dec. 22 signed into law (H.R. 1/P.L. 115-97) the most significant overhaul of the federal tax code since the Tax Reform Act of 1986. READ MORE

By Ted Godbout12/20/2017 • 0 Comments

Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11. READ MORE

By NTSA Net Staff12/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a non-QCCO can transfer assets from a non-ERISA 403(b) to an ERISA 403(b) plan. READ MORE

By John Iekel 12/20/2017 • 0 Comments

IRAs play an increasingly large and important role in bolstering retirement readiness, says a recent analysis — and rollovers are a critical part of that vitality. READ MORE

By Ted Godbout12/20/2017 • 0 Comments

Congressional Republicans and President Trump are on the verge of enacting broad-based tax reform legislation. READ MORE

By John Iekel 12/19/2017 • 0 Comments

Officials from the Iowa Public Employees’ Retirement System appeared before the Iowa Legislature’s Public Retirement Systems Committee on Dec. 18. READ MORE

By NTSA Net Staff12/19/2017 • 0 Comments

In Tech Talk, we address how does bankruptcy affects 403(b) loans. READ MORE

By NTSA Net Staff12/19/2017 • 0 Comments

In MarketBeat, Nathan Glassey discusses what the IRS had to say in 2017 concerning 403(b) loans. READ MORE

By Ted Godbout, Nevin Adams 12/18/2017 • 0 Comments

Congressional negotiators agreed on the final tax reform bill Dec. 15, but they had to make additional changes to pick up support from wavering members. How did retirement plans fare? READ MORE

By Nevin Adams12/13/2017 • 0 Comments

A recent headline suggests that a Roth election could “mitigate” the retirement plan issues identified with a mismatch in tax rates for pass-through entities — but that falls well short of solving the problem created for small business retirements. READ MORE

By NTSA Net Staff12/12/2017 • 0 Comments

In MarketBeat, John Iekel discusses a blog entry and IRS ideas on how to protect retirement plans and balances from cyber attacks and criminals. READ MORE

By NTSA Net Staff12/12/2017 • 0 Comments

In Tech Talk

, we address whether the 10% penalty tax for early IRA withdrawals is waived for public safety officers who retire at age 50 or over.

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By Ted Godbout12/12/2017 • 0 Comments

House Ways & Means Committee Chairman Kevin Brady (R-TX) has announced that House and Senate conferees will hold an open meeting on Dec. 13 to begin reconciling the chambers’ versions of tax reform. READ MORE

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