Skip to main content

You are here

NTSA Net Staff

Tech Talk discusses the IRS position on discretionary matching contributions for Cycle 4 defined contribution plans. READ MORE
An expert panel recently suggested that the U.S. retirement system is a success but also argued that we can still do better, writes John Iekel in MarketBeat. READ MORE
Tech Talk discusses the application of the rules governing determination letter applications. READ MORE
Despite long being called the “third rail” of American politics, Social Security—or more precisely its viability—has reemerged as an issue in the 2024 presidential campaign, writes Nevin Adams in MarketBeat. READ MORE
Tech Talk addresses how the deadline for the timely adoption of an amendment for a pre-approved plan that is a governmental plan is determined. READ MORE
The benefits of delaying Social Security benefits are by now generally accepted, writes John Sullivan in MarketBeat. And he discusses a recent analysis that suggests how to encourage more people to delay. READ MORE
Tech Talk addresses how the deadline for the timely adoption of an amendment for a pre-approved plan that is not a governmental plan is determined. READ MORE
A new study finds that two-thirds of people are confident they will be able to maintain a comfortable lifestyle in retirement, writes Ted Godbout in MarketBeat. He continues that diving deeper into the data shows that sentiment varies dramatically across demographic segments. READ MORE
Over the years, writes Nevin E. Adams, JD in MarketBeat, so-called personal finance experts have provided valuable information—but also a smattering of misinformation—and discusses some recent remarks he considers particularly egregious. READ MORE
Tech Talk addresses whether when one defaults on a loan taken from a 403(b), one can later take another. READ MORE
Tech Talk covers whether income inclusion can occur over three years. READ MORE
There is work to be done in improving overall retirement readiness. In MarketBeat, John Iekel writes that according to recent studies, one factor that could help explain that is confidence about retirement planning and plans.  READ MORE
Participation rates in 403(b) plans increased and hit a record high in 2022 while participation rates in 401(k) plans dropped, according to the Plan Sponsor Council of America’s (PSCA) 2023 403(b) survey. The PSCA is part of the American Retirement Association. The survey, sponsored by HUB... READ MORE
ARLINGTON, VA. – The National Tax-Deferred Savings Association, part of the American Retirement Association (ARA), is proud to announce its Elite Advisors of 2024. NTSA Elite Advisors are honored in person at the annual NTSA Awards luncheon, Monday, February 26, 2024, during the NTSA Summit, at... READ MORE
Tech Talk addresses how one figures the maximum amount contributable if one has more than one 403(b).   READ MORE
In MarketBeat, Nevin E. Adams, JD notes that like many, he has spent a fair amount of time analyzing the impact and import of the new fiduciary rule proposal.  READ MORE
Tech Talk discusses the limits relevant to figuring the maximum amount that can be contributed to a 403(b). READ MORE
Happy Birthday, ERISA! It’s been 50 years since the Congress passed landmark legislation that protected the savings of American workers and—arguably—created an entire industry. It’s now time for the golden anniversary. The American Retirement Association announced that it and eight associations... READ MORE
Tech Talk discusses designating 403(b) plan elective deferrals as Roth contributions. READ MORE
It’s all about the attitude—especially in retirement saving and investing, writes John Sullivan in MarketBeat. He adds that Goldman Sachs Asset Management has identified which financial behaviors matter most. READ MORE

Pages