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403b Plans

By NTSA Net Staff4/24/2018 • 0 Comments

Tech Talk addresses whether the holder of a 403(b) fixed annuity with a deemed loan against it can transfer the annuity and re-invest in mutual funds. READ MORE

By NTSA Net Staff4/16/2018 • 0 Comments

In Tech Talk, Susan Diehl answers questions concerning vendors and investment arrangements that need to be listed on pre-approved 403(b) restatements. READ MORE

By NTSA Net Staff4/6/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us what happens if an employee younger than age 59½ triggers a lifetime annuity or rider payout. READ MORE

By John Iekel 4/6/2018 • 0 Comments

A group of 14 private colleges and universities in Virginia have acted to adopt a 403(b) multiple employer plan (MEP); it is one of the first groups to do so. READ MORE

By Nevin Adams 4/4/2018 • 0 Comments

Most, but not all, of the claims alleging that a plan provider’s loan process generated “ill-gotten” gains that exceed $50 million per year have been dismissed. READ MORE

By John Iekel 4/3/2018 • 0 Comments

A March 28 NTSA webcast addressed an important aspect of the deadline by which employers with 403(b) plans must restate their plans under the first RAP: the proper completion of restated documents. READ MORE

By Nevin Adams4/3/2018 • 0 Comments

One of the first university 403(b) cases to be filed has had most of its motions to dismiss denied in the U.S. District Court for the District of Connecticut. READ MORE

By NTSA Net Staff4/3/2018 • 0 Comments

Tech Talk addresses whether double dipping is still allowed within 403(b) and 457 plans, and whether employers can still contribute to a former employee’s 403(b) for up to five years. READ MORE

By John Iekel 3/23/2018 • 0 Comments

The latest ERISA Tips features a discussion of the difference between ERISA and Non-ERISA plans. READ MORE

By NTSA Net Staff3/23/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether the new tax reform law affects the 10% penalty on 403(b) distributions made before age 59½. READ MORE

By Brent Neese3/20/2018 • 0 Comments

The NTSA is pleased to unveil the NTSA Advocacy and Resource (ARC), a member-only website featuring an interactive 403(b)/457 plan industry advocacy map of the United States, with detailed summaries for each state. READ MORE

By Joseph Caruso3/19/2018 • 0 Comments

The Iowa Retirement Investors’ Club (RIC) and the Iowa Department of Administrative Services, which oversees the program, recently concluded their invitation to qualify (ITQ) process for new providers. READ MORE

By Joseph Caruso3/19/2018 • 0 Comments

State of the State House provides a look at the status of legislation before state legislatures in Maryland and Tennessee that is relevant to NTSA members. READ MORE

By NTSA Net Staff3/19/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether an employee who is retiring at 53 and turns 54 later in the tax year will be penalized for one year or longer for taking an early 403(b) distribution. READ MORE

By NTSA Net Staff3/16/2018 • 0 Comments

The upcoming NTSA Webcast, "The New 403(b) Plan Documents Part II: Don’t Even Think About Removing My Appendix!" will take a close look at the requirements of completing all plan provisions. READ MORE

By John Iekel 3/15/2018 • 0 Comments

The IRS has issued a reminder that the retirement plan participants and holds of IRAs and IRA-based plans who attained age 70½ during 2017 must starting receiving RMDs by April 1. READ MORE

By John Iekel 3/13/2018 • 0 Comments

Susan Diehl, PenServ Plan Services President, in the recent NTSA webcast “The New 403(b) Plan Document, Part I: Why March 2020 Is Important to 403(b) Employers,” focused on a mechanism by which a plan may be prepared: the pre-approved plan. READ MORE

By NTSA Net Staff3/13/2018 • 0 Comments

In MarketBeat, Bill Fisher provides a primer for those interested in moving into the ERISA 403(b) marketplace. READ MORE

By John Iekel 3/9/2018 • 0 Comments

The IRS on March 2 issued an updated version of Publication 575, “Pension and Annuity Income.” It is to be used in preparing 2017 income tax returns. READ MORE

By NTSA Net Staff3/9/2018 • 0 Comments

In Tech Talk, Susan Diehl discusses the difference between a 403(b) plan and a 403(b)(7) plan. READ MORE

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