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 John Iekel11/25/2014 • 0 Comments

The IRS announced on Nov. 21 that modified listings of required modifications (LRMs) for 403(b) plans will be available soon. It says it will make them available in time for the April 30, 2015 deadline for 403(b) plan sponsors to submit pre-approved plans under the IRS’ 403(b) pre-approved plan program. READ MORE

By NTSA Net Staff11/25/2014 • 0 Comments

In a year of positive — but modest — change, a new survey suggests that public pension funds are feeling better about their ability to deal with trends and issues, at least in the near term. READ MORE

By Ray Harmon11/24/2014 • 0 Comments

When President Obama named Loretta Lynch as his nominee to replace U.S. Attorney General Eric Holder, speculation about Secretary of Labor Tom Perez being tapped for the role was put to rest, while speculation about the impact on the DOL’s agenda was reinvigorated. READ MORE

By Ray Harmon11/21/2014 • 0 Comments

In the wake of the surprise election of Republican Larry Hogan to the Maryland governor’s mansion earlier this month, the task force outgoing Gov. Martin O’Malley (D) established to study retirement plan access and potentially recommend a state-run automatic enrollment IRA program had its first post-election meeting Nov. 19. READ MORE

By John Iekel11/21/2014 • 0 Comments

The University of California Board of Regents on Nov. 19 debated whether it will raise tuition by up to 5% in each of the next five years. One of the reasons is to address $7.2 billion in unfunded university pension plan liabilities. READ MORE

By NTSA Net Staff11/20/2014 • 0 Comments

The SEC has issued its 2014 Agency Financial Report, in which it outlines the actions it undertook in 2014 and its goals for 2015. Investment News notes that the report is vague about whether the SEC will propose a new uniform fiduciary standard in FY 2015, which began Oct. 1, 2014. READ MORE

By John Iekel11/20/2014 • 0 Comments

Atlanta, Ga. and Jacksonville, Fla. both face fiscal pressures over their public pension systems and have been sued over their attempts to ameliorate that stress. But the courts took different tacks in their efforts to rein in public pension issues. READ MORE

By NTSA Net Staff11/18/2014 • 0 Comments

In this week’s MarketBeat, Byron Bowman explains the changes made to the Investment Company Act Rule 2a-7, otherwise known as the “Money Market Fund Rule,” and their effect on firms and their customers. READ MORE

By NTSA Net Staff11/18/2014 • 0 Comments

In this week’s Tech Talk, Ellie Lowder identifies three steps an employer can take to establish a top hat plan for its directors. READ MORE

By NTSA Net Staff11/14/2014 • 0 Comments

The Internal Revenue Service is reminding low- and moderate-income workers about an opportunity to earn a special tax credit while they save for retirement. READ MORE

By NTSA Net Staff11/14/2014 • 0 Comments

Two new efforts have been launched to increase the availability to retirement planning services to public-sector and non-profit employees. ABMM Financial has been launched, and the Legend Group has announced a partnership with the Association of Christian Schools International. READ MORE

By John Iekel11/13/2014 • 0 Comments

Major cities in disparate corners of America provide a fresh — and stark — illustration of how widespread public pension funding shortfalls are. READ MORE

By NTSA Net Staff11/13/2014 • 0 Comments

The recent elections have had a dramatic effect on Capitol Hill. But there also have been some significant and surprising results on the state level as well — and could affect retirement plan-related legislation on regulation in some states. READ MORE

By Nevin Adams11/11/2014 • 0 Comments

In a settlement agreement described as “miraculous” by the federal bankruptcy judge that approved it, and made possible because of a pension settlement and a “grand bargain,” the City of Detroit now begins its exit from bankruptcy.
READ MORE

By Nevin Adams11/11/2014 • 0 Comments

The IRS issued a clarification Nov. 10 on the application of the one-per-year limit on IRA rollovers. In Announcement 2014-32, the IRS said it had received comments about the “administrative challenges presented by the Bobrow interpretation of §408(d)(3)(B).”  READ MORE

By NTSA Net Staff11/7/2014 • 0 Comments

Offering one employee benefit affects how another is offered, and the implementation of the Affordable Care Act is an example. In this week’s MarketBeat, Kevin Lurie discusses how that affects employers — something retirement plan administrators need to understand.
READ MORE

By NTSA Net Staff11/7/2014 • 0 Comments

You have a client that is a 501(c)(3) that is trying to find a way to reward its directors, who are receiving limited employer contributions to its 403(b) plan. In this week’s Tech Talk, Ellie Lowder tells us whether there is anything the employer can do regarding the directors. READ MORE

By John Iekel11/6/2014 • 0 Comments

We hear a lot about how well Americans are saving — or not — for their retirement. Legg Mason Global Asset Management has unveiled EZ IRA, a payroll deduction IRA program intended to provide a way to build that savings rate.
READ MORE

By NTSA Net Staff10/31/2014 • 0 Comments

You have a client that has an annuity contract and has requested that it be cashed in due to a qualifying hardship. In this week’s Tech Talk, Ellie Lowder tells us whether the assets of the entire contract can be distributed. READ MORE

By NTSA Net Staff10/31/2014 • 0 Comments

According to the National Alliance for Public Charter Schools, there are 6,400 charter schools in 42 states; many NTSA members have charter schools in their target market. In this week’s MarketBeat, Ellie Lowder discusses some unusual situations that may arise in administering a 403(b) plan for a charter school.
READ MORE

«« First |1 2 3 4 5 6 7 ... 59 60 61 62 63 64 65 66 67 68 69 | Last ››

DNN Web Control Container

0