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 Joseph Caruso3/5/2018 • 0 Comments

State House Update is a new occasional feature that provides the status of legislation before state legislatures relevant to NTSA members. READ MORE

By NTSA Net Staff3/5/2018 • 0 Comments

The first of the state-run retirement IRA programs for private sector workers to come online has topped the million-dollar asset threshold. READ MORE

By NTSA Net Staff3/5/2018 • 0 Comments

The American Retirement Association (ARA) has lent its support to a Department of Labor (DOL) proposal on Association Health Plans — and offered a couple of recommendations as well. READ MORE

By NTSA Net Staff3/1/2018 • 0 Comments

The IRS has issued revised versions of Form 8915A, Qualified 2016 Disaster Retirement Plan Distributions and Repayments. READ MORE

By NTSA Net Staff3/1/2018 • 0 Comments

Among the “myths” surrounding the fiduciary rule is that the rule will not be enforced during the transition period. But that’s not the whole story, Fred Reish notes in a recent blog post. READ MORE

By John Iekel 3/1/2018 • 0 Comments

Sen. Orrin Hatch (R-UT) on March 1 outlined some of the effects the new tax reform law had on retirement plans and their participants. He made his remarks at an American Enterprise Institute event concerning the law's impact. READ MORE

By NTSA Net Staff3/1/2018 • 0 Comments

True to its word, the SEC has announced a settlement with a broker-dealer and investment advisor that it says overcharged retirement account customers for mutual fund shares. READ MORE

By Nevin Adams2/28/2018 • 0 Comments

Georgetown University and two of its officers are the latest to find themselves in the crosshairs of an excessive fee suit. READ MORE

By NTSA Net Staff2/26/2018 • 0 Comments

This week, ERISA Tips discusses participant fee disclosure requirements under ERISA Section 404. READ MORE

By NTSA Net Staff2/26/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us what a church that sponsors a 403(b) annuity plan should do if it has a paid minister who also has self-employment income from other sources. READ MORE

By NTSA Net Staff2/23/2018 • 0 Comments

April Fools Day is not far off, but the joke's on a plan that forgets the April 1 deadline for the first RMD to terminated vested participants who attained age 70½ in 2017 and to participants older than age 70½ who retired in 2017. READ MORE

By John Iekel 2/22/2018 • 0 Comments

Legislation before the Maryland legislature would expand fiduciary duties in the Old Line State for broker-dealers, agents and investment advisers. READ MORE

By John Iekel 2/22/2018 • 0 Comments

In a Feb. 21 letter to Acting IRS Commissioner David Kautter, Rep. Richard Neal (D-MA) has requested that the IRS reevaluate the new VCP user fees announced earlier this year. READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

This marks the inauguration of a new feature for the 403(b) Advisor, ERISA Tips. This first tip offers a discussion of ERISA Section 404(c). READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

In MarketBeat, ERISA attorney Fred Reish discusses what the best interest standard really requires. READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

In Tech Talk, Susan Diehl outlines the effects of the federal Tax Cuts and Jobs Act (TCJA) on contribution limits and integration of plans. READ MORE

By Nevin Adams 2/20/2018 • 0 Comments

The Massachusetts Securities Division filed charges against Scottrade for knowingly violating its internal policies regarding DOL fiduciary rule implementation — which plaintiffs seeking to overturn that rule say validates their concerns. READ MORE

By Nevin Adams2/15/2018 • 0 Comments

The Massachusetts Securities Division has filed charges against a firm for knowingly violating its internal policies regarding implementation of the DOL fiduciary rule — and taken a shot at the Department of Labor. READ MORE

By John Iekel 2/14/2018 • 0 Comments

The New Jersey Treasury is reviewing responses to its RFI from private-sector firms to provide investment products for New Jersey’s Small Business Retirement Marketplace. READ MORE

By NTSA Net Staff2/13/2018 • 0 Comments

An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans. READ MORE

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