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 Craig Hoffman9/27/2017 • 0 Comments

An outline of the Republican tax reform plan was released today — a plan that includes a proposal to cap the tax rate on small business “pass-through” income at 25%. READ MORE

By John Iekel9/26/2017 • 0 Comments

SEC Chairman Jay Clayton told the Senate Committee on Banking, Housing and Urban Affairs he hopes the SEC can “properly tailor” an approach that will best address issues related to the DOL fiduciary rule. READ MORE

By ASPPA Net Staff9/26/2017 • 0 Comments

In MarketBeat, Robert J. Toth discusses offering to 403(b) plans the type of collective trust investments sold to 401(k) plans and one plan provider’s unique approach. READ MORE

By NTSA Net Staff9/26/2017 • 0 Comments

The IRS on Sept. 18 updated the information on its webpage concerning pre-approved 403(b) plans, adding an addendum to the information about effective dates. READ MORE

By NTSA Net Staff9/25/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a TPA is correct in not allowing 457(b) transfers/exchanges from one approved vendor to another even though the plan document is unchanged. READ MORE

By Nevin Adams9/25/2017 • 0 Comments

An excessive fee suit challenging the number of funds on the menu, the use of multiple recordkeepers, and the embrace of asset-based, rather than per-participant fees has been dismissed. READ MORE

By Ted Godbout9/25/2017 • 0 Comments

Congress has released draft legislation consistent with recent American Retirement Association recommendations to expand access by victims of recent hurricanes to their 401(k) and similar plans without penalties and taxes. READ MORE

By NTSA Net Staff9/20/2017 • 0 Comments

Legislation that would repeal the DOL’s fiduciary rule would have a negligible effect on federal revenues, say multiple cost estimates. READ MORE

By John Iekel9/19/2017 • 0 Comments

Action by the SEC due to breaches of fiduciary duty, inadequate disclosures and compliance deficiencies has prompted an RIA to issue rebates and credits to some of its clients, which include non-profits that sponsor 403(b) plans. READ MORE

By NTSA Net Staff9/18/2017 • 0 Comments

MarketBeat features a blog post by Fred Reish (with help from some of his colleagues at Drinker Biddle) that addresses what plans are — and are not — covered by the fiduciary rule. READ MORE

By NTSA Net Staff9/18/2017 • 0 Comments

In Tech Talk, Susan Diehl discusses whether a self-employed minister in a 403(b) is entitled to the extended requirement and whether he or she can ever be considered a 5% owner. READ MORE

By NTSA Net Staff9/18/2017 • 0 Comments

The DOL has extended the employee benefit plan compliance guidance and relief it issued for victims of Hurricane Harvey to those affected by Hurricane Irma. READ MORE

By NTSA Net Staff9/14/2017 • 0 Comments

The U.S. House on Sept. 14 passed a bill that contains a sentence that seeks to do away with the fiduciary regulation — with language that some might find eerily prophetic. READ MORE

By NTSA Net Staff9/13/2017 • 0 Comments

The American Retirement Association, parent organization of ASPPA, has weighed in on extending the special transition period under the Best Interest Contract Exemption (and related exemptions). READ MORE

By John Iekel9/13/2017 • 0 Comments

The IRS, Department of Labor and Pension Benefit Guaranty Corporation (PBGC) have announced fresh relief for victims of Hurricane Irma — as well as those of still very recent Hurricane Harvey. READ MORE

By Ray Harmon9/12/2017 • 0 Comments

The Teacher Retirement System (TRS) of Texas appears to be revising its recently proposed amendments to rules governing fees in Texas 403(b) plans. READ MORE

By NTSA Net Staff9/11/2017 • 0 Comments

In MarketBeat, Nathan Glassey discusses what the renewed interest in HSAs means for 403(b) plans and how can they be integrated into a 403(b) offering. READ MORE

By ASPPA Net Staff9/8/2017 • 0 Comments

A report concerning OregonSaves, the state-run retirement plan run by the Oregon Retirement Savings Board, provides a look at the status of the program as it approaches full implementation. READ MORE

By NTSA Net Staff9/8/2017 • 0 Comments

Tech Talk concerns whether delaying payments and grace periods of 403(b) and 457 loans is part of IRS relief for those in federally declared disaster areas. READ MORE

By Ted Godbout9/8/2017 • 0 Comments

In a recent LIMRA study, the top two reasons retirement investors gave for selecting another company to manage their IRAs were relationships and recommendations. READ MORE

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