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403b Plans

403b Plans

403b Plans

By NTSA Net Staff8/25/2016 • 0 Comments

The IRS recently issued its 2016-17 Priority Guidance Plan, and it contains an array of goals for projects relevant to retirement plans. READ MORE

By NTSA Net Staff8/24/2016 • 0 Comments

The IRS in a chief counsel memorandum (CCM) says that employees of a “disregarded entity” are eligible to participate in a 501(c)(3)’s 403(b) plan — and also are subject to the universal availability rule. READ MORE

By NTSA Net Staff8/23/2016 • 0 Comments

An annual survey of 403(b) plans finds a growing, though still modest, focus on participant outcomes. READ MORE

By NTSA Net Staff8/22/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us what employers do when they are responsible as a fiduciary for the investment of a 403(b), but do not control the accounts. READ MORE

By Nevin Adams8/22/2016 • 0 Comments

The law firm of Schlichter, Bogard & Denton has filed four more lawsuits against multibillion-dollar plans; these involve the 403(b) plans at Cornell University, Northwestern University, Columbia University and the University of Southern California. READ MORE

By NTSA Net Staff8/17/2016 • 0 Comments

A recent report on retirement saving and consumer attitudes toward it contains good news, but also provides fresh proof of changes in the retirement sphere as well as challenges to be faced. READ MORE

By Nevin Adams 8/17/2016 • 0 Comments

The devil is often in the details in litigation — but now the “devils” find themselves in the defendant’s chair. READ MORE

By David Levine8/16/2016 • 0 Comments

Earlier this year it appeared that ERISA litigation was going “off the rails,” and in the past week, a whole new round of lawsuits involving academic institution 403(b) plans has hit the news. READ MORE

By NTSA Net Staff8/12/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who is retiring but has an agreement to return to work with the same employer to do a special project for them can make withdrawals after retiring and before the project begins without penalty.

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By Nevin Adams8/9/2016 • 0 Comments

The law firm of Schlichter, Bogard & Denton has now turned its attention to the education sector, filing separate class action lawsuits against three universities on behalf of over 60,000 employees in their defined contribution retirement plans, both 401(k) and 403(b). READ MORE

By NTSA Net Staff7/29/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether 403(b) participants who have separated from service but want to continue contributing to their 403(b)s can do so, and discusses how other rules apply. READ MORE

By NTSA Net Staff7/21/2016 • 0 Comments

In MarketBeat, Robert Toth says there is no good way to report policy loans issued by insurance carriers under the 403(b) annuity contracts held under the plans on the Form 5500, and that the changes proposed to the form do not help. READ MORE

By NTSA Net Staff7/21/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the plan sponsor in a non-ERISA (public education) 403(b) plan is responsible for oversight of individual annuity contracts and individual custodial accounts. READ MORE

By NTSA Net Staff7/19/2016 • 0 Comments

In MarketBeat, Sue Diehl and Ellie Lowder use questions and answers to discuss best practices for Non-ERISA 403(b) rollovers. READ MORE

By NTSA Net Staff7/18/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a charitable contribution from required minimum distributions (RMDs) from a 403(b) has to be 100% of RMD or can be just part of the RMD. READ MORE

By Andrew Remo7/13/2016 • 0 Comments

Republicans in the House of Representatives recently finalized the last plank of their policy agenda, with the release of their comprehensive tax reform blueprint. READ MORE

By NTSA Net Staff7/11/2016 • 0 Comments

In MarketBeat, Robert Toth addresses issues that arise concerning 403(b) plan terminations and distributions. READ MORE

By NTSA Net Staff7/11/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether one can make charitable contributions from required minimum distributions (RMDs) from 403(b)s. READ MORE

By NTSA Net Staff6/29/2016 • 0 Comments

In MarketBeat, Susan Diehl provides a brief explanation of the guidance that has been presented on Prototype/Volume Submitter 403(b) approvals and the importance of counting hours for adjunct professors in light of that. READ MORE

By NTSA Net Staff6/29/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us who needs to sign off on the rollover of a 403(b) account established in 2006 and what the employer’s role is. READ MORE

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