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NTSA Updates 'The Source' to Reflect Impact of Tax Reform and Fiduciary Rule


ARLINGTON, VA, June 6, 2018 -- The National Tax-Deferred Savings Association (NTSA) today announces that The Source: 403b and 457b Plans has been updated to reflect the impact of tax reform and the fiduciary rule.

Widely regarded as one of the most valuable reference guides for advisors that work with 403b and 457b plans, "The Source" is authored by two of the industry's leading subject matter experts, Ellie Lowder, a tax-exempt and governmental plan consultant with TSA Training & Consulting Services, and Susan Diehl, CPC, QPA, ERPA, President of PenServ Plan Services, Inc. and Chair of the NTSA Communications Committee.

The newly updated 7th edition features information on the ways that the Tax Cuts and Jobs Act affects 403b and 457b plans. It also discusses the current status of the Department of Labor's fiduciary rule, as well as the Securities and Exchange Commission's recently proposed fiduciary regulations, includes information on the new hardship withdrawal rules, as well as a comprehensive outline of the market, from history to product offerings, to investments to market data.

"It's called 'The Source' for a reason," notes NTSA Executive Director Brent Neese. "It's a single volume reference source for all the technical, compliance, administrative and marketing aspects of 403b and 457b markets."

Also covered are IRS audit tips based on recent IRS audits over the past few years, ERISA 403b compliance concerns and testing, how to maintain a non-ERISA 403b and pairing with other DC plans, as well as updated versions of numerous checklists and sample forms, rollover/portability charts, insights on how to select a third-party administrator (TPA), and a sample Administrative Appendix that can be used to compare TPAs; Vendors and other third parties.

The Source: 403b and 457b Plans is available to NTSA members at a discount. To find out more about purchasing the guide as a non-member, contact Elizabeth Duda at eduda@usaretirement.org.

About the National Tax-Deferred Savings Association

Formed in 1989, the National Tax-Deferred Savings Association (NTSA) represents nearly 5,000 practitioners, agencies, and corporate members. For more than a quarter century, NTSA has been nationally recognized for its thought leadership and policy expertise with regard to public-sector retirement plans. NTSA represents its membership in Washington, D.C. and state capitals across the country to address issues and design retirement plans that improve employee outcomes. NTSA also provides high-quality education, professional development, and information resources for those involved in the 403b and 457b marketplace.


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