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 Chris DeGrassi2/26/2015 • 0 Comments

The NTSA's persistent effort to ensure that public school employees receive the same important information provided to private sector retirement plan participants has passed a significant milestone. READ MORE

By NTSA Net Staff2/26/2015 • 0 Comments

Both houses of the New Jersey legislature have now approved a bill that forbids investing New Jersey public employee pension funds in firms with investment managers that make donations to national political groups. READ MORE

By NTSA Net Staff2/24/2015 • 0 Comments

New Jersey Gov. Chris Christie (R) suffered a setback in his plan to reduce the state’s contributions to the state pension system when New Jersey Superior Court Judge Mary Jacobson ruled the plan unconstitutional Feb. 23.

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By NTSA Net Staff2/23/2015 • 0 Comments

What kind of retirement plan is available to private and public employees and how many assets are available in them continues to vary, according to a recent report.
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By Nevin Adams2/23/2015 • 0 Comments

President Obama has thrown his support behind the Department of Labor’s controversial fiduciary rule reproposal — but the details of the proposal remain elusive.
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By NTSA Net Staff2/23/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a 403(b) account in which no contributions have been made since 2003 can qualify as a grandfathered account and more. READ MORE

By NTSA Net Staff2/20/2015 • 0 Comments

The largest city in Florida and its Police and Fire Pension Fund have been mired in controversy for at least two years now, but the state legislature may help Jacksonville to resolve at least part of it. READ MORE

By NTSA Net Staff2/20/2015 • 0 Comments

Employees of the city of Chicago face the same circumstances as their counterparts who work for the government of their state: a pension system with huge funding liabilities. READ MORE

By NTSA Net Staff2/20/2015 • 0 Comments

New Illinois Gov. Bruce Rauner (R) has proposed massive cuts to balance the state’s budget, with state pension plans bearing the brunt. READ MORE

By NTSA Net Staff2/19/2015 • 0 Comments

Cincinnati's unfunded pension liability amounts to more than $860 million; a deal to address it is close to being struck, but that could be months away.
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By NTSA Net Staff2/17/2015 • 0 Comments

The pension system of Philadelphia, the 5th largest U.S. city, is an issue in the city’s Democratic mayoral primary, which will be held in May. READ MORE

By John Iekel2/17/2015 • 0 Comments

A bill that would create a self-managed DC plan as alternative to the DB plan that currently serves Illinois public school teachers is before the Illinois House. READ MORE

By John Iekel2/17/2015 • 0 Comments

The Virginia House of Delegates on Feb. 6 passed a measure that would allow school districts to establish and administer their own 403(b) plans, and also would allow voluntary and matching contributions under the Commonwealth’s DC plan to be directed to those locally adopted 403(b) plans. READ MORE

By NTSA Net Staff2/13/2015 • 0 Comments

Questions can arise about options for beneficiaries of 403(b) accounts. In this week’s MarketBeat, Ellie Lowder reviews the basics of beneficiaries’ rights to employer-sponsored retirement, as well as 457(b), plans.

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By NTSA Net Staff2/13/2015 • 0 Comments

How to handle inherited IRAs and 403(b)s continues to generate questions, and in this week's Tech Talk Ellie Lowder answers further questions about them and the regulations no which their treatment is based.
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By John Iekel2/3/2015 • 0 Comments

“Get to work” is essentially the message of the Florida Department of Management Services to 19 local pension plans in the Sunshine State. READ MORE

By NTSA Net Staff2/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether the new IRA rollover rules apply to rollovers from an employer-sponsored plan. READ MORE

By NTSA Net Staff2/2/2015 • 0 Comments

In this week’s MarketBeat, Linda Segal Blinn offers a look at some of the legislative and regulatory initiatives that may affect retirement plans this year. READ MORE

By John Iekel2/2/2015 • 0 Comments

Recent discussions in disparate parts of Wisconsin illustrate well how widespread the problems concerning public pension funding and benefits are.
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By NTSA Net Staff2/2/2015 • 0 Comments

The IRS on Feb. 2 announced that the addresses it provided for filing applications for 403(b) pre-approved plans are incorrect and has corrected them. READ MORE

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