Tag: "403(b)"
Spring Issue of 403(b) Advisor Magazine Debuts
403(b) Advisor’s feature story “Retiring in a Boom Market,” reviews the “recency effect” and its implications in the average pre-retiree’s decision about when to leave the workforce.
ASPPA & NTSAA Request Changes to IRS Pre-approved Plans Program
ASPPA’s General Counsel Craig Hoffman issues comment letters to the IRS on their pre-approved plan programs.
403(b) Advisor Releases Winter Issue
The theme of the winter edition of 403(b) Advisor is this: It’s no longer sufficient for a successful 403(b) advisor to be simply a purveyor of retirement products. Or even just an expert on investments and financial markets. In order to cut through the clutter of financial advice that comes at us from the media, both mass and social, he or she must go into some unfamiliar, even surprising territory.
403(b) Advisor Releases Fall Issue
Particularly risky behavior performed by professionals is often accompanied by the warning: Do not attempt to try this at home. Unfortunately, that warning no longer applies to those of us who have to face longevity risk.
Blask Named New NTSAA President
The National Tax Sheltered Accounts Association (NTSAA) announced today that David R. Blask, CPC, TGPC, has been inaugurated as President for the 2012-2013 term.
403(b) Advisor Releases Summer Issue
At the last NTSAA 403(b) Summit in Las Vegas, one of the speakers put me on the spot. When I couldn’t come up with the answer he was looking for, he jokingly told me not to go into sales. “I’m sorry,” he apologized afterward, “I was just messing with you.” No apologies necessary. He was right.
ERISA Accounts—New Concerns Noted
It should not come a surprise to anyone that fee disclosure was a recurring topic at the 2012 Great Lakes Benefits Conference in Chicago. Jeffrey J. Turner, Esq., deputy director of the Office of Regulation and Interpretations at the Department of Labor (DOL) put us on notice that DOL will be looking at Employee Retirement Income Security Act (ERISA) accounts.
Plan Consultant Releases Summer Issue
We took a chance with the cover of this issue of Plan Consultant. The cover story, by Joseph Faucher, Bruce Ashton, and Fred Reish, is all about what TPAs need to know about 408(b)(2), the new, final disclosure regulations the industry has been anxiously awaiting for months.
NTSAA Compliance Conference 2012
he National Tax Sheltered Accounts Association (NTSAA) Compliance Conference in Las Vegas was by all accounts a real success. Practitioners from all segments of the tax-exempt and governmental plans community gathered to discuss issues ranging from the highly technical to the contextual as the industry clearly continues to deal with the aftermath of the significant regulatory reform of 2007.
403(b) Advisor Releases Spring Issue
If you read nothing else in the spring issue of 403(b) Advisor, I urge you to take a look at Neil Wernick’s “Philadelphia Story” on page 24. It serves as a model for how NTSAA and ASPPA operate in protecting the legitimate interests of advisors in the 403(b) marketplace.
