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403b Plans

403b Plans

403b Plans

By John Iekel11/22/2017 • 0 Comments

A recent blog entry discusses the beneficiary options under the RMD regulations that were issued on April 17, 2002, and the importance of the distinctions. READ MORE

By NTSA Net Staff11/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a frozen ERISA-exempt 403(b) plan which indicates in their plan document that it has been closed still must send an Annual Meaningful Opportunity Notice. READ MORE

By Ted Godbout11/17/2017 • 0 Comments

On Capitol Hill on Nov. 16 both the House and Senate took major steps toward completing the much-anticipated tax reform overhaul. READ MORE

By Nevin Adams 11/15/2017 • 0 Comments

Late last night, Senate Finance Committee Chairman Orrin Hatch (R-UT) released a modified chairman’s mark for the Tax Cuts and Jobs Act, with — mostly — good news for retirement plans. READ MORE

By Nevin Adams 11/14/2017 • 0 Comments

The Chairman’s Mark of the GOP tax reform proposal introduced in the Senate last week does some damage to 403(b) and 457 plans. READ MORE

By NTSA Net Staff11/14/2017 • 0 Comments

The Nutmeg State’s state-run auto-IRA plan for private sector workers isn’t going to be ready for business on Jan. 1, 2018 after all. READ MORE

By Nevin Adams 11/13/2017 • 0 Comments

A weekend of lobbying on Capitol Hill has yielded some encouraging news on tax reform – but serious problems remain for retirement plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

While tax reform is still very much a work in progress, there was a lot of good news for retirement plans and retirement savers yesterday. But there were also a couple of unwelcome surprises, particularly for 403(b) and 457(b) plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

The Chairman’s Mark of the Senate tax reform proposal throws a few unexpected curves — bringing back problems for deferred compensation plans, introducing some new problems for 403(b) and 457 plans and capping catch-up contributions. READ MORE

By NTSA Net Staff11/7/2017 • 0 Comments

This week the House Ways & Means Committee began marking up the 429-page “Tax Cuts and Jobs Act.” What will that mean for 403(b) plan advisors? READ MORE

By NTSA Net Staff11/1/2017 • 0 Comments

In MarketBeat, Robert Toth discusses an issue that has delayed vendors’ implementation of the IRS 403(b) pre-approved plan program. READ MORE

By NTSA Net Staff10/30/2017 • 0 Comments

In MarketBeat, Richard H. Ford discusses the effects that adding the Roth option can have on a plan and on its participation levels. READ MORE

By NTSA Net Staff10/30/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if you can aggregate across 403(b) plans, what the plan sponsor’s responsibility is for confirming RMDs are processed. READ MORE

By Brent Neese10/30/2017 • 0 Comments

After significant deliberation with NTSA and other stakeholders over the last several months, the Texas Teachers Retirement System Board unanimously passed new 403(b) rules that will be fully effective on Oct. 1, 2019. READ MORE

By Ray Harmon10/30/2017 • 0 Comments

Kentucky Gov. Matt Bevin, House Speaker Jeffrey Hoover, and Senate President Robert Stivers jointly announced a proposal to close the state’s pension plan to teachers and move new hires to a DC-only option going forward. READ MORE

By NTSA Net Staff10/23/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn writes that it may be an affirmative obligation in the employer’s 403(b) plan document to notify participants of annual additions limit rules. READ MORE

By Nevin Adams10/18/2017 • 0 Comments

It’s said that reasonable minds can differ — and that turns out to be the case in another university suit. READ MORE

By John Iekel10/17/2017 • 0 Comments

A recent blog post lists the biggest 403(b) providers and administrators and describes the circumstances under which a non-profit may be better served by considering a wider range of options. READ MORE

By NTSA Net Staff10/17/2017 • 0 Comments

In MarketBeat, Lynn Knight discusses a few advantages an ERISA 403(b) plan has compared to a 401(k) plan. READ MORE

By NTSA Net Staff10/16/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if it is possible to aggregate across different 403(b) plans or if the aggregation rule only applies to multiple accounts within the same plan. READ MORE

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