Knowledge Base

Retirement, Fiduciary, Non-ERISA

Benchmark of Excellence: CEFEX-ASPPA Certification

National Benefit Services, LLC (NBS) is pleased to announce that we have successfully passed the CEFEX audit for the 12th consecutive year, reaffirming our commitment to excellence and integrity in the services we provide.

Retirement

IRS Announces 2023 Cost-of-Living Adjustments for 401(k) Plan Limits and Thresholds

The new 2023 cost-of-living adjustments for inflation as provided by the Internal Revenue Code.

Retirement

IRS Announces 2022 Cost-of-Living Adjustments for Retirement Plans

IRS issues guidance regarding maximum 401(k) elective deferral limits and other retirement plan limits for the 2022-2023 plan year.

Retirement

NBS Has Cybersecurity Locked Down

NBS protects clients and data by aligning with DOL cybersecurity guidance

Retirement

457(b) Distributions

Learn the distribution rules for your 457 plan to help navigate your retirement.

Retirement

Contributions Types for 403(b), 457 Retirement Plans

Depending on your employer’s plan document, you may make a few different types of contributions to your 403(b) or 457 retirement account.

Retirement

Helpful Reminders during COVID-19 Economic Volatility

We can’t predict the future, but COVID-19 is not the first pandemic to hit the country. Here are some reminders to keep in mind.

Retirement

COVID-19, The CARES Act, and Your Retirement Plan

The CARES Act includes several items that may directly affect you and your retirement plan. NBS is here to provide a high level of service to help you through these unprecedented times.

Retirement

The Benefits of 403bcompare

403bcompare.com is a great resource for public education employees in the state of California. Here is a step by step guide on how to utilize this site.