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 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

By NTSA Net Staff1/26/2015 • 0 Comments

Teacher retirement funds in North Dakota seek the state’s assistance to bolster their solvency, a marked contrast to the state of things in neighboring Montana, where the financial condition of teacher retirement plans has rebounded. READ MORE

By John Iekel1/26/2015 • 0 Comments

State and local retirement plans will be able to cover qualifying public charter school employees without adverse consequences if regulations the IRS proposed on Jan. 23 are adopted.
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By NTSA Net Staff1/26/2015 • 0 Comments

In this week’s MarketBeat, Diane D. Capone takes a look at exchange-traded funds and self-directed brokerage accounts and the challenges they present to the 403(b) plan sponsor. READ MORE

By NTSA Net Staff1/26/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder provides information about the registration requirements for new third party administrators in California. READ MORE

By NTSA Net Staff1/20/2015 • 0 Comments

The curtain appears to be far from closing on the drama surrounding the New Jersey pension system as state Assistant Attorney General Jean Reilly argued before New Jersey Superior Court Judge Mary Jacobson the state can’t be compelled to make contributions to the state’s pension system. READ MORE

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