National Tax-Deferred Savings Association

National Tax-Deferred Savings Association The National Tax-Deferred Savings Association (NTSA) is the nation's only independent, non-profit association dedicated to the 403(b) and 457 marketplace.

The NTSA was formed in 1989 and has grown to include practitioners, agencies, corporate and employer members.

Operating as usual

‘Astronomical’ Fees Targeted by Capozzi Adler in 403(b) Plan Suit  Another multibillion-dollar plan—this one a faith-bas...
08/24/2021

‘Astronomical’ Fees Targeted by Capozzi Adler in 403(b) Plan Suit

Another multibillion-dollar plan—this one a faith-based, not-for-profit health care organization and clinical care network—finds itself in the crosshairs of a Capozzi Adler lawsuit.

https://www.ntsa-net.org/news-resources/%E2%80%98astronomical%E2%80%99-fees-targeted-capozzi-adler-403b-plan-suit

‘Astronomical’ Fees Targeted by Capozzi Adler in 403(b) Plan Suit

Another multibillion-dollar plan—this one a faith-based, not-for-profit health care organization and clinical care network—finds itself in the crosshairs of a Capozzi Adler lawsuit.

https://www.ntsa-net.org/news-resources/%E2%80%98astronomical%E2%80%99-fees-targeted-capozzi-adler-403b-plan-suit

Take full advantage of NTSA membership benefits! Be a part of the only national organization for 403(b), 457(b) and nonp...
08/20/2021
Member Benefits

Take full advantage of NTSA membership benefits! Be a part of the only national organization for 403(b), 457(b) and nonprofit retirement professionals. NTSA membership provides unparalleled opportunities to advance your career. https://lnkd.in/g-BZ3Vu

As an NTSA member, you benefit from being part of the only national organization for 403(b), 457(b) and nonprofit retirement professionals. Your NTSA membership gets you the support of a full-service team that champions and supports issues near and dear to the 403(b), 457(b) and nonprofit retirement...

State-Run Retirement Plans: An Insider’s Perspective Slowly but surely, states are adopting programs to provide retireme...
08/19/2021

State-Run Retirement Plans: An Insider’s Perspective

Slowly but surely, states are adopting programs to provide retirement plan coverage to people whose employers do not. The plans that are in place are growing in participation and assets, but what does an industry insider think?

https://www.ntsa-net.org/news-resources/state-run-retirement-plans-insider%E2%80%99s-perspective

State-Run Retirement Plans: An Insider’s Perspective

Slowly but surely, states are adopting programs to provide retirement plan coverage to people whose employers do not. The plans that are in place are growing in participation and assets, but what does an industry insider think?

https://www.ntsa-net.org/news-resources/state-run-retirement-plans-insider%E2%80%99s-perspective

Schlichter Wrests Split Decision on NYU Excessive Fee Appeal The plaintiffs in a 403(b) excessive fee suit have persuade...
08/19/2021

Schlichter Wrests Split Decision on NYU Excessive Fee Appeal

The plaintiffs in a 403(b) excessive fee suit have persuaded a federal appellate court that (some of) their claims warrant a further consideration.

https://www.ntsa-net.org/news-resources/schlichter-wrests-split-decision-nyu-excessive-fee-appeal

Schlichter Wrests Split Decision on NYU Excessive Fee Appeal

The plaintiffs in a 403(b) excessive fee suit have persuaded a federal appellate court that (some of) their claims warrant a further consideration.

https://www.ntsa-net.org/news-resources/schlichter-wrests-split-decision-nyu-excessive-fee-appeal

Moving Beyond Auto-enrollment to Boost Retirement Savings As a follow-up to its June 2021 How America Saves study, a sup...
08/17/2021

Moving Beyond Auto-enrollment to Boost Retirement Savings

As a follow-up to its June 2021 How America Saves study, a supplementary report by Vanguard offers four key themes and recommended plan actions that can improve participant outcomes.

https://www.ntsa-net.org/news-resources/%E2%80%8Bmoving-beyond-auto-enrollment-boost-retirement-savings

Moving Beyond Auto-enrollment to Boost Retirement Savings

As a follow-up to its June 2021 How America Saves study, a supplementary report by Vanguard offers four key themes and recommended plan actions that can improve participant outcomes.

https://www.ntsa-net.org/news-resources/%E2%80%8Bmoving-beyond-auto-enrollment-boost-retirement-savings

DC, IRA Contributions Higher Among Older CohortsThe Congressional Research Service has just released reports on contribu...
08/17/2021

DC, IRA Contributions Higher Among Older Cohorts

The Congressional Research Service has just released reports on contributions to defined contribution plans and individual retirement accounts. Both show that participation and contributions generally were higher among older age groups.

https://www.ntsa-net.org/news-resources/dc-ira-contributions-higher-among-older-cohorts

DC, IRA Contributions Higher Among Older Cohorts

The Congressional Research Service has just released reports on contributions to defined contribution plans and individual retirement accounts. Both show that participation and contributions generally were higher among older age groups.

https://www.ntsa-net.org/news-resources/dc-ira-contributions-higher-among-older-cohorts

Connecticut to Launch Pilot of Auto-IRA Program The Connecticut Retirement Security Authority has announced the Septembe...
08/05/2021

Connecticut to Launch Pilot of Auto-IRA Program

The Connecticut Retirement Security Authority has announced the September launch of a pilot of MyCTSavings, the state-run retirement savings program intended to provide coverage for private-sector employees whose employers do not offer them a plan.

https://www.ntsa-net.org/news-resources/connecticut-launch-pilot-auto-ira-program

Connecticut to Launch Pilot of Auto-IRA Program

The Connecticut Retirement Security Authority has announced the September launch of a pilot of MyCTSavings, the state-run retirement savings program intended to provide coverage for private-sector employees whose employers do not offer them a plan.

https://www.ntsa-net.org/news-resources/connecticut-launch-pilot-auto-ira-program

ARA Endorses New Disaster Relief BillThe American Retirement Association has endorsed new bipartisan legislation that wo...
08/05/2021

ARA Endorses New Disaster Relief Bill

The American Retirement Association has endorsed new bipartisan legislation that would make permanent retirement plan tax relief measures that automatically kick in following a presidentially declared disaster.

https://www.ntsa-net.org/news-resources/ara-endorses-new-disaster-relief-bill

ARA Endorses New Disaster Relief Bill

The American Retirement Association has endorsed new bipartisan legislation that would make permanent retirement plan tax relief measures that automatically kick in following a presidentially declared disaster.

https://www.ntsa-net.org/news-resources/ara-endorses-new-disaster-relief-bill

DOL Official Sheds Light on Rollover Recommendations  Cautioning those looking to “game the system,” a senior Labor Depa...
07/29/2021

DOL Official Sheds Light on Rollover Recommendations

Cautioning those looking to “game the system,” a senior Labor Department official affirmed July 27 that suggesting investments that could occur after a rollover is tantamount to recommending the rollover, and if it meets the rest of the five-part test will constitute fiduciary advice regardless of how it’s phrased.

https://www.ntsa-net.org/news-resources/dol-official-sheds-light-rollover-recommendation

DOL Official Sheds Light on Rollover Recommendations

Cautioning those looking to “game the system,” a senior Labor Department official affirmed July 27 that suggesting investments that could occur after a rollover is tantamount to recommending the rollover, and if it meets the rest of the five-part test will constitute fiduciary advice regardless of how it’s phrased.

https://www.ntsa-net.org/news-resources/dol-official-sheds-light-rollover-recommendation

Graff Unveils Game-Changing Savings Projections in Senate HearingIn testimony before the Senate Finance Committee on Jul...
07/29/2021

Graff Unveils Game-Changing Savings Projections in Senate Hearing

In testimony before the Senate Finance Committee on July 28, Brian Graff, CEO of the American Retirement Association and Executive Director of ASPPA, cited projections that enactment of new legislation could create 51 million new individuals saving for retirement and add an additional $6.2 trillion in retirement savings over a 10-year period.

https://www.ntsa-net.org/news-resources/browse-topics/graff-unveils-game-changing-savings-projections-senate-hearing

Graff Unveils Game-Changing Savings Projections in Senate Hearing

In testimony before the Senate Finance Committee on July 28, Brian Graff, CEO of the American Retirement Association and Executive Director of ASPPA, cited projections that enactment of new legislation could create 51 million new individuals saving for retirement and add an additional $6.2 trillion in retirement savings over a 10-year period.

https://www.ntsa-net.org/news-resources/browse-topics/graff-unveils-game-changing-savings-projections-senate-hearing

EBSA Addresses Timing of Lifetime Income DisclosuresUnder a set of July 26 FAQs from the DOL’s Employee Benefits Securit...
07/27/2021

EBSA Addresses Timing of Lifetime Income Disclosures

Under a set of July 26 FAQs from the DOL’s Employee Benefits Security Administration, participant-directed plans now have a firm compliance date to provide lifetime income illustrations.

https://www.ntsa-net.org/news-resources/browse-topics/ebsa-addresses-timing-lifetime-income-disclosures

EBSA Addresses Timing of Lifetime Income Disclosures

Under a set of July 26 FAQs from the DOL’s Employee Benefits Security Administration, participant-directed plans now have a firm compliance date to provide lifetime income illustrations.

https://www.ntsa-net.org/news-resources/browse-topics/ebsa-addresses-timing-lifetime-income-disclosures

GoalMaker Garners Another Suit A new excessive fee suit targets, among the usual “suspects,” what plaintiffs allege are ...
07/27/2021

GoalMaker Garners Another Suit

A new excessive fee suit targets, among the usual “suspects,” what plaintiffs allege are “the obscenely high-fee, chronically underperforming GoalMaker funds…”

https://www.ntsa-net.org/news-resources/goalmaker-garners-another-suit

GoalMaker Garners Another Suit

A new excessive fee suit targets, among the usual “suspects,” what plaintiffs allege are “the obscenely high-fee, chronically underperforming GoalMaker funds…”

https://www.ntsa-net.org/news-resources/goalmaker-garners-another-suit

Empower Retirement Picks Up Pru’s Retirement BizThe consolidation trend in recordkeepers continues—and arguably accelera...
07/22/2021

Empower Retirement Picks Up Pru’s Retirement Biz

The consolidation trend in recordkeepers continues—and arguably accelerates—with the latest big industry acquisition.

https://www.ntsa-net.org/news-resources/empower-retirement-picks-pru%E2%80%99s-retirement-biz

Empower Retirement Picks Up Pru’s Retirement Biz

The consolidation trend in recordkeepers continues—and arguably accelerates—with the latest big industry acquisition.

https://www.ntsa-net.org/news-resources/empower-retirement-picks-pru%E2%80%99s-retirement-biz

Graff to Testify Before Senate Finance CommitteeBrian Graff, CEO of the American Retirement Association, is set to appea...
07/22/2021

Graff to Testify Before Senate Finance Committee

Brian Graff, CEO of the American Retirement Association, is set to appear next week before Congress to advocate for the retirement policy priorities of the ARA.

https://www.ntsa-net.org/news-resources/graff-testify-senate-finance-committee

Graff to Testify Before Senate Finance Committee

Brian Graff, CEO of the American Retirement Association, is set to appear next week before Congress to advocate for the retirement policy priorities of the ARA.

https://www.ntsa-net.org/news-resources/graff-testify-senate-finance-committee

Join us Aug. 19 for a virtual Q&A panel designed to help practitioners and K-12 industry partners consider ways to appro...
07/22/2021
NTSA Webcast: Back to School

Join us Aug. 19 for a virtual Q&A panel designed to help practitioners and K-12 industry partners consider ways to approach the coming school year. After a year unlike any other, we will tackle issues that affect how the marketplace has changed. | https://www.ntsa-net.org/ntsa-webcast-back-to-school

Date/Time: Thursday, Aug 19, 2021 | 2:00 -2:50 p.m. ET Description:

IRS Makes ‘Significant Changes and Revisions’ to EPCRS Correction Program On July 16 the IRS released Revenue Procedure ...
07/21/2021

IRS Makes ‘Significant Changes and Revisions’ to EPCRS Correction Program

On July 16 the IRS released Revenue Procedure (Rev. Proc.) 2021-30, and with it a series of updates that plan sponsors and those working to correct plan failures will find of interest, including two new benefit overpayment correction methods.

https://www.ntsa-net.org/news-resources/irs-makes-%E2%80%98significant-changes-and-revisions%E2%80%99-epcrs-correction-program

IRS Makes ‘Significant Changes and Revisions’ to EPCRS Correction Program

On July 16 the IRS released Revenue Procedure (Rev. Proc.) 2021-30, and with it a series of updates that plan sponsors and those working to correct plan failures will find of interest, including two new benefit overpayment correction methods.

https://www.ntsa-net.org/news-resources/irs-makes-%E2%80%98significant-changes-and-revisions%E2%80%99-epcrs-correction-program

Has the IRS Changed its Position on VCP-Triggered Audits?We’ve heard concerns from a number of members lately that the I...
07/21/2021

Has the IRS Changed its Position on VCP-Triggered Audits?

We’ve heard concerns from a number of members lately that the IRS is planning to refer more VCP applicants for audit—and we have an update.

https://www.ntsa-net.org/news-resources/has-irs-changed-its-position-vcp-triggered-audits

Has the IRS Changed its Position on VCP-Triggered Audits?

We’ve heard concerns from a number of members lately that the IRS is planning to refer more VCP applicants for audit—and we have an update.

https://www.ntsa-net.org/news-resources/has-irs-changed-its-position-vcp-triggered-audits

Cold Water Thrown on Need for New Brokerage Window Guidance Witnesses testifying before the ERISA Advisory Council large...
07/15/2021

Cold Water Thrown on Need for New Brokerage Window Guidance

Witnesses testifying before the ERISA Advisory Council largely panned the idea for additional fiduciary or disclosure obligations on DC plans that contain brokerage windows.

https://www.ntsa-net.org/news-resources/%E2%80%8Bcold-water-thrown-need-new-brokerage-window-guidance

Cold Water Thrown on Need for New Brokerage Window Guidance

Witnesses testifying before the ERISA Advisory Council largely panned the idea for additional fiduciary or disclosure obligations on DC plans that contain brokerage windows.

https://www.ntsa-net.org/news-resources/%E2%80%8Bcold-water-thrown-need-new-brokerage-window-guidance

Roth Conversions—Be Aware or Beware? Just like you, I have been seeing more and more articles on Roth conversions using ...
07/15/2021

Roth Conversions—Be Aware or Beware?

Just like you, I have been seeing more and more articles on Roth conversions using terms such as “Backdoor Roths” or “Mega Roths.”

https://www.ntsa-net.org/news-resources/roth-conversions%E2%80%94be-aware-or-beware

Roth Conversions—Be Aware or Beware?

Just like you, I have been seeing more and more articles on Roth conversions using terms such as “Backdoor Roths” or “Mega Roths.”

https://www.ntsa-net.org/news-resources/roth-conversions%E2%80%94be-aware-or-beware

Meet 2021 Elite Advisor Shane Michael Robinson The National Tax-Deferred Savings Association is pleased to name Shane Mi...
07/13/2021

Meet 2021 Elite Advisor Shane Michael Robinson

The National Tax-Deferred Savings Association is pleased to name Shane Michael Robinson as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award.

https://www.ntsa-net.org/news-resources/meet-2021-elite-advisor-shane-michael-robinson

Meet 2021 Elite Advisor Shane Michael Robinson

The National Tax-Deferred Savings Association is pleased to name Shane Michael Robinson as one of the 2021 recipients of its prestigious NTSA Elite Advisor Award.

https://www.ntsa-net.org/news-resources/meet-2021-elite-advisor-shane-michael-robinson

CalSavers Registrations Jumped in June; Other Measures Hold Steady CalSavers, the retirement plan the state of Californi...
07/13/2021

CalSavers Registrations Jumped in June; Other Measures Hold Steady

CalSavers, the retirement plan the state of California provides for employees whose employers do not provide one, showed strong growth in some respects in June but held steady in others.

https://www.ntsa-net.org/news-resources/calsavers-registrations-jumped-june-other-measures-hold-steady

CalSavers Registrations Jumped in June; Other Measures Hold Steady

CalSavers, the retirement plan the state of California provides for employees whose employers do not provide one, showed strong growth in some respects in June but held steady in others.

https://www.ntsa-net.org/news-resources/calsavers-registrations-jumped-june-other-measures-hold-steady

Don’t miss tomorrow’s Third Thursdays with WiRC session: We’ll cover health hacks that can help you thrive in work and l...
07/13/2021

Don’t miss tomorrow’s Third Thursdays with WiRC session: We’ll cover health hacks that can help you thrive in work and life! | www.womeninretirement.org

Don’t miss tomorrow’s Third Thursdays with WiRC session: We’ll cover health hacks that can help you thrive in work and life! | www.womeninretirement.org

Supremes Take on ERISA Excessive Fee Case  The nation’s highest court has agreed to hear a case that the law firm of Sch...
07/08/2021

Supremes Take on ERISA Excessive Fee Case

The nation’s highest court has agreed to hear a case that the law firm of Schlichter Bogard & Denton says is having a “chilling effect” on excessive fee litigation.

https://www.ntsa-net.org/news-resources/supremes-take-erisa-excessive-fee-case

Supremes Take on ERISA Excessive Fee Case

The nation’s highest court has agreed to hear a case that the law firm of Schlichter Bogard & Denton says is having a “chilling effect” on excessive fee litigation.

https://www.ntsa-net.org/news-resources/supremes-take-erisa-excessive-fee-case

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(703) 516-9300

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