NTSA Net Staff

There are critical deadlines 403(b) plans must meet in order to stay in compliance with the federal Internal Revenue Code. Adding to the complexity of this function, some deadlines only apply to particular plan types (such as ERISA plans). In this week’s MarketBeat, Mike Webb provides a 403(b) Plan... READ MORE

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. According to the 2014 National Conference on Public Employee Retirement Systems (NCPERS) Public Retirement... READ MORE

A client wants to protect her 403(b) from being counted as an asset for purposes of Medicaid and used to cover her husband’s nursing home costs. In this week’s Tech Talk, Ellie Lowder tells us whether there is any way to protect her 403(b). READ MORE

The SEC earlier this year amended Investment Company Act Rule 2a-7, otherwise known as the “Money Market Fund Rule.” Despite years of discussion concerning the rule, confusion about it may persist. In this week’s MarketBeat, Byron Bowman explains the changes made to the rule and their effect on... READ MORE

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. The IRS notes that the Saver’s Credit helps offset part of the first $2,000 that workers voluntarily contribute to IRAs and 401(k) plans and... READ MORE

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 they could affect retirement plan-related legislation on regulation in some states. ASPPA Executive Director Brian Graff and Political... READ MORE

The revolution in technology that has transformed communication has changed the way business is conducted as well. And that can help you in managing your practice and making it grow. Join us for a conversation about technology in an NTSA webcast on Friday, Nov. 14 from noon to 1:00 p.m. ET, and... READ MORE

You have a client that is a 501(c)(3) that is trying to find a way to reward its executive director and the associate executive director, who are receiving limited employer contributions to its 403(b) plan because of the federal nondiscrimination rules. In this week’s Tech Talk, Ellie Lowder tells... READ MORE

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