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 NTSA Net Staff5/18/2015 • 0 Comments

The Department of Labor has announced a brief extension of the comment period on its fiduciary reproposal — and has set a date for a public hearing.
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By John Iekel, Ray Harmon5/15/2015 • 0 Comments

The Pennsylvania Senate has approved SB 1, the measure that would reform the Pennsylvania Public School Employees’ Retirement System and the State Employees’ Retirement System; it is now before the House. READ MORE

By NTSA Net Staff5/13/2015 • 0 Comments

Amending the Illinois constitution may be an answer to the state's pension problems, Gov. Bruce Rauner's (R) office has suggested. READ MORE

By NTSA Net Staff5/12/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration has asked the Office of Management and Budget to extend for three more years authorization to gather information through the Form 5500. READ MORE

By NTSA Net Staff5/12/2015 • 0 Comments

Standard & Poors has put Illinois on credit watch in the wake of the state Supreme Court overturning the state's pension reform law. READ MORE

By NTSA Net Staff5/12/2015 • 0 Comments

The Oregon Supreme Court’s ruling that it was unconstitutional to apply cuts to pension cost-of-living adjustments to those who were state employees and retirees before the 2013 law was enacted will do more than restore those funds. READ MORE

By NTSA Net Staff5/11/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether pre-tax deferrals to a 403(b) plan reduce his earnings for purposes of the Social Security earnings test. READ MORE

By John Iekel5/11/2015 • 0 Comments

The Illinois Supreme Court was of one mind on May 8, unanimously ruling that the state’s 2013 pension reform law violates the state constitution. READ MORE

By John Iekel5/8/2015 • 0 Comments

In testimony at a recent hearing held by the Rhode Island House Committee of Labor, the American Retirement Association expressed strong support for a bill that would establish a private-sector employer IRA program in the Ocean State.

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By NTSA Net Staff5/8/2015 • 0 Comments

In MarketBeat, Mike Webb makes some observations regarding the impact of the DOL's proposed fiduciary rule that expands the definition of who a fiduciary is and attempts to broaden the scope of its fiduciary oversight. READ MORE

By NTSA Net Staff5/7/2015 • 0 Comments

The IRS has put in place new ways to correct elective deferral errors in 403(b) and 401(k) plans; accordingly, it updated its webpage and included coverage of these changes in Issue 2015-5 of Employee Plans News. READ MORE

By John Iekel5/7/2015 • 0 Comments

Cyber attacks, and the threat they pose to firms that provide finance-related services and their clients, prompted the recent release by the SEC’s Division of Investment Management of some steps that can protect against them READ MORE

By NTSA Net Staff5/4/2015 • 0 Comments

In MarketBeat, Ellie Lowder provides a discussion about the fundamentals of top hat plans and what interested financial advisors should do about and with them. READ MORE

By NTSA Net Staff5/4/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an employer can control where a former employee can roll his 403(b).
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By John Iekel4/30/2015 • 0 Comments

From coast to coast, cities figure prominently in the debate over — and problems facing — public pensions. READ MORE

By NTSA Net Staff4/29/2015 • 0 Comments

Sen. Elizabeth Warren (D-Mass.) announced April 28 that she has launched an investigation into the rewards and incentives that annuity providers offer to brokers and dealers who sell annuities to families and small investors.
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By NTSA Net Staff4/29/2015 • 0 Comments

A recent Federal Reserve report says that state and local governments are increasingly turning to DC plans. READ MORE

By NTSA Net Staff4/28/2015 • 0 Comments

In a new podcast on NTSA Net, NTSA Executive Director Chris DeGrassi discussed the DOL's proposed regulations redefining what it means to be a fiduciary under ERISA and their implications for NTSA members. READ MORE

By NTSA Net Staff4/28/2015 • 0 Comments

The Department of Labor should issue guidance on the treatment of distributed contracts and custodial accounts in the context of a 403(b) plan termination, said the NTSA Government Affairs Committee in a comment letter to the DOL. READ MORE

By NTSA Net Staff4/28/2015 • 0 Comments

In MarketBeat, Diane Capone provides some basics on the process an ERISA fiduciary plan sponsor needs to follow in order to comply with their obligations to an ERISA 403(b) plan.
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