Tag: "403(b)"

Spring Issue of 403(b) Advisor Magazine Debuts

Spring Issue of 403(b) Advisor Magazine Debuts

| May 9, 2013 | 0 Comments

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.

Share
View Post
ASPPA & NTSAA Request Changes to IRS Pre-approved Plans Program

ASPPA & NTSAA Request Changes to IRS Pre-approved Plans Program

| April 29, 2013 | 0 Comments

ASPPA’s General Counsel Craig Hoffman issues comment letters to the IRS on their pre-approved plan programs.

Share
View Post
403(b) Advisor Releases Winter Issue

403(b) Advisor Releases Winter Issue

| February 7, 2013 | 0 Comments

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.

Share
View Post
403(b) Advisor Releases Fall Issue

403(b) Advisor Releases Fall Issue

| November 9, 2012 | 0 Comments

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.

Share
View Post
Blask Named New NTSAA President

Blask Named New NTSAA President

| November 1, 2012 | 0 Comments

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.

Share
View Post
403(b) Advisor Releases Summer Issue

403(b) Advisor Releases Summer Issue

| August 8, 2012 | 0 Comments

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.

Share
View Post
ERISA Accounts—New Concerns Noted

ERISA Accounts—New Concerns Noted

| July 12, 2012 | 0 Comments

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.

Share
View Post
Plan Consultant Releases Summer Issue

Plan Consultant Releases Summer Issue

| July 9, 2012 | 0 Comments

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.

Share
View Post
NTSAA Compliance Conference 2012

NTSAA Compliance Conference 2012

| May 10, 2012 | 0 Comments

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.

Share
View Post
403(b) Advisor Releases Spring Issue

403(b) Advisor Releases Spring Issue

| May 8, 2012 | 0 Comments

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.

Share
View Post
Page 1 of 41234