NTSA Net Staff
By NTSA Net Staff 10/25/2022
Tech Talk discusses a report by the Congressional Research Service on the impact the Social Security statement can have.
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By NTSA Net Staff 10/25/2022
We deal with a lot of gaps in our lives — gaps because there is a difference between what we want and/or expect and reality, writes Nevin Adams in MarketBeat. He discusses the Marist Mindset List, which he says provides some perspective on the shifting generational perspectives of individuals just...
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By NTSA Net Staff 10/18/2022
Tech Talk discusses what can be done if one finds that one is maintaining a 403(b) plan without the appropriate credentials.
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By NTSA Net Staff 10/18/2022
In MarketBeat, John Iekel writes about a recent webinar in which three industry insiders expressed a positive take on the long-term health of employees’ expectations concerning retirement — despite recent travails.
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By NTSA Net Staff 10/13/2022
The NTSA Elite Advisor Awards are in the 10th year celebrating the “best of the best” of NTSA member financial advisors. These lifetime achievement awards honor the “best of the best” financial advisors in the NTSA universe. The focus is on those who excel, advocate proactively, lead in profound...
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By NTSA Net Staff 10/11/2022
Tech Talk warns of the possible consequences if one maintains a 403(b) plan without the appropriate credentials.
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By NTSA Net Staff 10/11/2022
It is well known that there is a retirement savings gap between White workers and non-White workers, writes Hattie Greenan in MarketBeat. She discusses a recent PSCA webinar that addressed what that gap looks like, reasons for it, and ways that plan sponsors can help address it for their employees.
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By NTSA Net Staff 10/6/2022
Fidelity Investments, Vanguard, and Alight Solutions announce that they have collaborated with Retirement Clearinghouse, LLC to create a consortium of workplace retirement plan recordkeepers to accelerate the nationwide adoption of auto portability.
Vanguard and Alight had each previously...
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By NTSA Net Staff 10/4/2022
Tech Talk discusses whether a particular group of public healthcare districts can maintain 403(b) plans.
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By NTSA Net Staff 10/4/2022
What’s the most important number when it comes to retirement? In MarketBeat, Nevin E. Adams suggests that a more precise focus number in retirement planning is the one that purports to provide some level of financial security in retirement.
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By NTSA Net Staff 10/4/2022
While not yet back to pre-COVID levels, average deferral rates are up, more participants are contributing, more plans are permitting immediate eligibility, and employer contribution rates to 403(b) plans rose almost 24% year-over-year, according to an annual 403(b) Plan Survey from the Plan Sponsor...
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By NTSA Net Staff 9/27/2022
Tech Talk discusses what transferring fiduciary functions means and does not mean.
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By NTSA Net Staff 9/27/2022
There’s an old saying that when you assume…Nevin E. Adams, JD, reminds us in MarketBeat. He continues by offering some assumptions that can create real headaches for retirement plan fiduciaries.
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By NTSA Net Staff 9/27/2022
NTSA, the National Tax-Deferred Savings Association, is proud to honor Susan Diehl, QPA, CPC, TGPC, ERPA, BCF™ with their NTSA 2023 Richard Ford Volunteer Service Award (FVSA). Diehl will be recognized at the NTSA 2023 Summit at the Grand Hyatt, Tampa, FL at their Awards Luncheon Feb. 27, 2023....
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By NTSA Net Staff 9/20/2022
As planned, another state-run IRA program for private sector workers has launched—with some good news for early employer adopters.
The announcement notes that while the services are free for businesses, employers that enroll with MarylandSaves by December 1st of this year won’t have to pay the...
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By NTSA Net Staff 9/20/2022
With recent volatility in the markets altering perceptions around what it means to have a secure retirement, a new survey finds that more Americans are interested in having a guaranteed stream of retirement income.
According to a new joint poll from Kiplinger and Athene, three-fourths of...
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By NTSA Net Staff 9/20/2022
Tech Talk discusses a blog entry that provides a reminder concerning when one is considered a fiduciary and what functions help identify a party as one.
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By NTSA Net Staff 9/20/2022
We all know that target-date funds are different, even if their names sometimes suggest otherwise, writes Nevin Adams in MarketBeat; he continues that the difference that can often account for many of the other differences is the glide path.
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By NTSA Net Staff 9/15/2022
It’s that time of year again…Back to School! We’re not talking about a silly comedy starring Rodney Dangerfield from 1986, we’re talking about all those educators and school personnel that keep the schools running heading back into the schools for their academic year grind.
With back to school /...
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By NTSA Net Staff 9/14/2022
Inflation worries and realities are weighing on lots of decisions of late—and a new survey suggests it will carry over into benefit decisions.
That new survey from Voya Financial, Inc. found that, specifically, due to inflation, the majority of employed individuals (70%) agree they plan to spend...
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