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 David R. Blask4/27/2015 • 0 Comments

The proposed regulations on fiduciary status apply to individuals or organizations giving investment advice to a plan or its participants or beneficiaries — but are 403(b) plans of public school districts included? READ MORE

By NTSA Net Staff4/24/2015 • 0 Comments

In Tech Talk, Ellie Lowder explains differences between the rules for withdrawal restrictions concerning 403(b)(1) annuities and 403(b)(7) custodial accounts. READ MORE

By NTSA Net Staff4/24/2015 • 0 Comments

The Department of Labor will not extend the 75-day comment period for its conflict-of-interest rule, Labor Secretary Thomas Perez said April 23. READ MORE

By NTSA Net Staff4/21/2015 • 0 Comments

As the Illinois Supreme Court considers the state’s pension plan reform and Gov. Rauner considers a 401(k)-style pension plan for government employees, local cities must address pension plan challenges. READ MORE

By NTSA Net Staff4/21/2015 • 0 Comments

In this week’s MarketBeat, Farhad Mirzada provides an overview of the deadlines for corrections when 403(b) plans fail actual percentage contribution nondiscrimination failed tests.

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By NTSA Net Staff4/16/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a school district can prevent a former employee from rolling over her old 403(b) into her 403(b) at the school district where she now works. READ MORE

By NTSA Net Staff4/16/2015 • 0 Comments

The Department of Labor’s long-awaited fiduciary reproposal claims to protect consumers from “conflicts of interest” in retirement advice — but at what cost? READ MORE

By John Iekel, Ray Harmon4/15/2015 • 0 Comments

State legislatures continue to be active in considering ways to improve and enhance the retirement readiness of their citizens. The latest: North Carolina and Maine. READ MORE

By John Iekel4/14/2015 • 0 Comments

It’s been a long time coming, but after a nearly five-year odyssey the Department of Labor on April 14 unveiled a proposed regulation that redefines who a plan fiduciary is — and makes it clear that the Obama administration intends the rule to be a way to increase consumer protections for plan sponsors, fiduciaries, participants, beneficiaries and IRA owners. READ MORE

By NTSA Net Staff4/14/2015 • 0 Comments

A recent study suggests that longevity may not have as severe an effect on state and local governments’ pension plans as you might think.
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By Andrew Remo4/10/2015 • 0 Comments

Legislators in the Bay State have been busy developing legislation that could affect the private employer sponsored retirement system should the bills become state law. READ MORE

By NTSA Net Staff4/9/2015 • 0 Comments

In the latest MarketBeat, Michael Webb examines the changes the IRS made to the Employee Plans Compliance Resolution System and discusses their specific impact on 403(b)/457(b) plan sponsors. READ MORE

By NTSA Net Staff4/9/2015 • 0 Comments

The Treasury Inspector General for Tax Administration recently issued a report on the results of its audit of how well the IRS identifies and addresses excess contributions to IRAs. READ MORE

By John Iekel4/9/2015 • 0 Comments

The IRS recently issued a reminder regarding the importance of following the Universal Availability Rule on participation in 403(b) plans, and what an employer can do if it runs afoul of it.
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By NTSA Net Staff4/9/2015 • 0 Comments

In the latest Tech Talk, Ellie Lowder tells us whether an employee can transfer 403(b) transfer assets to a 401(k) without terminating the 403(b). READ MORE

By NTSA Net Staff4/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a provider is correct in applying pre-59½ withdrawal restrictions to the entire account value when a client exchanges a 403(b)(7) custodial account into a 403(b)(1) annuity. READ MORE

By NTSA Net Staff4/2/2015 • 0 Comments

Total U.S. retirement plan assets were $24.7 trillion as of Dec. 31, 2014, with DC plan and public-sector DB plan assets showing stronger growth than IRAs. READ MORE

By Robert Toth4/1/2015 • 0 Comments

In this week’s MarketBeat, Robert Toth discusses plan document issues advisors can help their 403(b) plan sponsors understand pending IRS approval of prototype and volume submitter plans. READ MORE

By NTSA Net Staff4/1/2015 • 0 Comments

State pension plans are likely to continue affecting, and straining, state budgets and funding, says Standard & Poors.
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By NTSA Net Staff3/30/2015 • 0 Comments

The National Association of Government Defined Contribution Administrators has found that although 401(k)s, pension plans and 403(b)s garner more attention, 457s are more widespread than one may imagine. READ MORE

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