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 Staff3/30/2015 • 0 Comments

We may be getting a better understanding of when an employer-sponsored plan is considered to be a governmental plan if the employer is a charter school, based on Notice 2015-07. In this week’s MarketBeat, Linda Segal Blinn explains what this guidance means and the impact it could have. READ MORE

By NTSA Net Staff3/30/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a church client needs to establish a 403(b)(9) retirement income account so the church board can designate post-retirement housing allowances as tax-free distributions.

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By John Iekel3/30/2015 • 0 Comments

State revenues collectively exceeded expenditures in 2013 — the most recent year for which complete data is available — but that didn’t translate to widespread public pension health. READ MORE

By John Iekel3/27/2015 • 0 Comments

The Nevada State Assembly is considering legislation that would establish a new retirement plan for new public sector employees and expand all public employees’ choices regarding how their retirement plan funds are invested. READ MORE

By John Iekel3/25/2015 • 0 Comments

Oregon has joined the states that are weighing the establishment of a state retirement plan to cover private-sector employees whose employers do not offer a retirement plan. READ MORE

By NTSA Net Staff3/20/2015 • 0 Comments

The New Jersey General Assembly and Senate are considering the New Jersey Secure Choice Savings Program Act, which would require certain private-sector employers with at least 25 employees to offer a retirement plan to them. READ MORE

By NTSA Net Staff3/20/2015 • 0 Comments

A measure that would reform the California Public Employees’ Retirement System (CalPERS), which serves the retirement funds of more than 3,000 California government employers, may be on the 2016 ballot in the Golden State.
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By NTSA Net Staff3/20/2015 • 0 Comments

The IRS on March 19 in IR-2015-55 issued a reminder that April 1 is the deadline for RMDs from traditional IRAs and 401(k), 403(b) and 457 plans to taxpayers who reached age 70½ in 2014. READ MORE

By Ray Harmon, John Iekel3/20/2015 • 0 Comments

Securities and Exchange Commission Chair Mary Jo White confirmed March 17 that the commission will “implement a uniform fiduciary duty for broker-dealers and investment advisors where the standard is to act in the best interest of the investor.”

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By NTSA Net Staff3/20/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a portion of a minister’s normal wage that is declared to be a housing allowance must be excluded from plan compensation for purposes of federal tax law. READ MORE

By NTSA Net Staff3/20/2015 • 0 Comments

In this week’s MarketBeat, Ellie Lowder tells us how top hat plans work under Internal Revenue Code Section 457(b). READ MORE

By John Iekel3/17/2015 • 0 Comments

The Treasury Department and IRS have invited recommendations on what the priority guidance plan for 2015-2016 should contain.
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By NTSA Net Staff3/17/2015 • 0 Comments

The IRS on March 16 issued a reminder that there still is time to contribute to an IRA for 2014.
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By Alisa Wolking3/16/2015 • 0 Comments

As the White House promotes the Department of Labor’s reproposal of the fiduciary rule, Sen. Elizabeth Warren (D-Mass.) took the opportunity March 12 to criticize “brokers on Wall Street” and reinforce the administration’s messaging on the controversial proposed regulation.
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By NTSA Net Staff3/13/2015 • 0 Comments

The Retirement Advisor Council announced on March 12 that it has developed a template request for proposal for institutions of higher education to use in searching for advisors for their retirement plans. READ MORE

By NTSA Net Staff3/13/2015 • 0 Comments

Eight Republican senators have expressed their concerns about the potential negative consequences for American workers if the Labor Department’s fiduciary reproposal hasn’t changed significantly from the 2010 version.
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By John Iekel3/12/2015 • 0 Comments

The IRS announced on March 11 that it for the first time in two years it has updated the information package containing sample plan provisions concerning pre-approved 403(b) plans. READ MORE

By John Iekel3/12/2015 • 0 Comments

Most states are making a good faith effort to meet their annual required contributions to their state pension systems, concludes the National Association of State Retirement in a recent study.
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By NTSA Net Staff3/12/2015 • 0 Comments

In this week’s MarketBeat, Michael Webb provides an overview regarding the sections of the federal tax code apply to governmental plan sponsors, public school districts and public higher education organizations. READ MORE

By NTSA Net Staff3/12/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a former government employee needs a recurring contribution in order to fall under the Code Section 401(a) special pay provision. READ MORE

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