Tag: "403(b)"
New Fee Disclosure Solution Released by NEA, NTSAA & ASPPA Joint 403(b) Taskforce
Partners of the 403(b) Transparency Taskforce including the National Education Association (NEA), the National Tax Sheltered Accounts Association (NTSAA) and The American Society of Pension Professionals & Actuaries (ASPPA) today launched the 403(b) Model Disclosure Form—the first ever transparency standards for disclosure of fees and services in the public school 403(b) marketplace.
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NTSAA Hosts 403(b) Advisor Summit
Retirement professionals gather with industry experts and business leaders in Las Vegas at the NTSAA 403(b) Advisor Summit to discuss the state of the business, major industry trends, and the impact of new legislation and regulations on the 403(b) and 457(b) plans marketplace.
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403(b) Compliance Summit Report Released
The National Tax Sheltered Accounts Association released a report from their third annual 403(b) Compliance Resolution Summit in Dallas. The report is a summary from the meeting where 403(b) professionals gather to identify service issues and develop best practices for the resolution of those issues.
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Choice Is Critical to 403(b) Participation
ASPPA’s Pension Education and Research Foundation (PERF) issued research today on the impact of choice and participation in school-sponsored 403(b) plans. “Protecting Participation: The Impact of Reduced Choice on Participation by School District Employees in 403(b) Plans,” examines the role of choice in the 403(b) marketplace…
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ASBO, NEA & NTSAA Form Joint 403(b) Taskforce to Offer Fee Disclosure Solution
The National Tax Sheltered Accounts Association (NTSAA) and The American Society of Pension Professionals & Actuaries (ASPPA) today announced the formation of an industry taskforce dedicated to increasing transparency in the 403(b) marketplace.
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403 (b) Advisor Releases Summer Issue
In this month’s 403(b) Advisor cover story, ASPPA CEO Brian Graff uncovers how school systems and state education departments all over the country are consolidating their 403(b) plans. They want to save their teachers from what somebody has told them is a bewildering array of choices by reducing or eliminating choice altogether…
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NTSAA 403(b) Advisor—Read all about it
Two teachers entered the profession at the same time. Sarah taught English. Her academic record, which had been stellar all through high school and university, had gotten her hired. She was studious, soft-spoken and earnest. She lasted one year…
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NTSAA Discusses Best Practices at 403(b) Compliance Resolution Summit
The National Tax Sheltered Accounts Association (NTSAA) and American Society of Pension Professionals & Actuaries (ASPPA) held the third annual 403(b) Compliance Resolution Summit in Dallas May 9 – 11. The purpose of the annual summit is to provide opportunities for practitioners to work through service issues within the 403(b) marketplace…
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ASPPA & NTSAA Request Municipal Advisor Exemption
Craig Hoffman, ASPPA’s General Counsel and Director of Regulatory Affairs responds to the U.S. Securities and Exchange Commission (SEC) request for comment on Release No. 34-63576 for Registration of Municipal Advisors.
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NTSAA & ASPPA Renew Appeal for 403(b) Plan Audit Relief
ASPPA’s Craig Hoffman, Director of Regulatory Affairs releases a statement requesting additional transitional relief for 403(b) plans required to file the revised Form 5500 series. Read NTSAA and ASPPA’s recommendations in their comment letter filed with the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA)…
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