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403b Plans

403b Plans

403b Plans

By NTSA Net Staff5/21/2018 • 0 Comments

In MarketBeat, Robert Toth writes that while tax-exempt entities are well-suited to the economies of scale a MEP can bring, a 403(b) MEP is “really complicated.”
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By NTSA Net Staff5/15/2018 • 0 Comments

In MarketBeat, Robert Toth offers some insights regarding one of the most common errors in any elective deferral plan: the late deposit of those deferrals into the plan.
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By NTSA Net Staff5/15/2018 • 0 Comments

Tech Talk addresses the best practice for completing the Special Effective Dates Addendum/Appendix for a plan given specific circumstances. READ MORE

By NTSA Net Staff5/8/2018 • 0 Comments

The Wisconsin Association of Independent Colleges and Universities (WAICU) has partnered with Transamerica to create a 403(b) multiple employer plan. READ MORE

By John Iekel 4/27/2018 • 0 Comments

An April 18 NTSA webinar discussed correcting errors and making restatements by March 31, 2020, the deadline for 403(b) plan sponsors to self-correct plan provisions that violate the Internal Revenue Code. READ MORE

By NTSA Net Staff4/27/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us when an employer must start automatic withholding for a 403(b) plan with automatic enrollment. READ MORE

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

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