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View More Press Releases by American Retirement Association

Press release:

NTSA Releases Best Practices Guide for 403(b) & 457 Plans

Issued by: American Retirement Association

Date: May 2, 2018

ARLINGTON, VA, May 2, 2108 - The National Tax-Deferred Savings Association (NTSA) has announced the publication of a new resource for 403(b) and 457 plans.

The Best Practices for 403(b) and 457(b) Plans is designed to provide employers, consultants, distributors, product providers and TPAs with the information necessary to properly understand their obligations so communications can be clear and concise, and fulfillment of required tasks can be focused toward a common goal.

The guide includes the industry-leading expertise and wisdom of editors Susan D. Diehl and Ellie A. Lowder, whose distinguished careers, knowledge and experience greatly enhance the book's value as a resource. Diehl, President of PenServ Plan Services, Inc, currently serves as chair of the NTSA Professional Education Committee and has served as head of NTSA's Government Affairs Committee. Lowder, a Consultant with TSA Consulting & Training, has long shared her insights and expertise through columns and forums of the National Tax-Deferred Savings Association.

Best Practices for 403(b) and 457(b) Plans includes valuable guidance on a wide variety of topics, including:

  • distributions from 403(b) plans
  • rollovers
  • loans
  • hardship withdrawals
  • exchanges
  • plan-to-plan transfers
  • issues related to deselected providers
  • orphan accounts
Best Practices for 403(b) and 457(b) Plans is available as a NTSA member benefit. 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 (NTSA)
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 403(b) and 457(b) marketplace.

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View More Press Releases by American Retirement Association


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