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403b Plans

403b Plans

403b Plans

By NTSA Net Staff10/29/2015 • 0 Comments

The IRS issued a reminder in IR-2015-122 on Oct. 29 that those born before July 1, 1945 generally must receive payments from their IRAs by Dec. 31. READ MORE

By NTSA Net Staff10/21/2015 • 0 Comments

In MarketBeat, Michael Webb takes a closer look at state-sponsored 403(b) plans and their impacts on the advisor community. READ MORE

By NTSA Net Staff10/13/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an employer that offers a 403(b) non-ERISA plan has the legal and fiduciary responsibilities it would have if it were an ERISA plan. READ MORE

By NTSA Net Staff10/6/2015 • 0 Comments

The NTSA has made two recommendations to the IRS in a comment letter concerning IRS Announcement 2015-19 and how the announcement affects 403(b) plans. READ MORE

By NTSA Net Staff10/6/2015 • 0 Comments

In MarketBeat, Robert Toth discusses the IRS’ Advisory Committee on Tax Exempt and Government Entities and its recommendations concerning 403(b)s. READ MORE

By NTSA Net Staff10/6/2015 • 0 Comments

In Tech Talk, Tech, Ellie Lowder tells us whether an employee who becomes a part-time employee and does not log 20 hours per week consistently can continue to contribute to the employer’s 403(b) plan. READ MORE

By NTSA Net Staff9/30/2015 • 0 Comments

The latest issue of Employee Plans News, which the IRS issued on Sept. 30, provides comprehensive access to information concerning forms, correcting mistakes, plans and more that have been updated since the last issue of the newsletter. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

In MarketBeat, Diane Capone discusses the SPARK Institute’s updated standards and best practices for sharing participant data of 403(b) and 457 plans. READ MORE

By NTSA Net Staff9/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us how 403(b) assets are handled in a bankruptcy. READ MORE

By NTSA Net Staff9/11/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us what happens to 403(b) loans if the person who takes them out files for bankruptcy. READ MORE

By NTSA Net Staff9/8/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the universal availability rules which apply to elective deferral 403(b) plans also apply to 457(b) governmental plans. READ MORE

By NTSA Net Staff9/1/2015 • 0 Comments

In MarketBeat, Michael Webb outlines differences under current law between and employees and independent contractors, and explains the impact of that determination on 403(b) and other types of retirement plans. READ MORE

By NTSA Net Staff8/27/2015 • 0 Comments

The IRS on Aug. 25 released a draft version of the Form 5500-EZ to be used in benefit plan reporting concerning 2015. READ MORE

By NTSA Net Staff8/26/2015 • 0 Comments

Retirement plan participation is far from uniform in the Tar Heel State, especially when it comes to 403(b) plans, according to the National Bureau of Economic Research (NBER). READ MORE

By NTSA Net Staff8/21/2015 • 0 Comments

In Tech Talk, Ellie Lowder tell us what a client with an orphan 403(b) account can do when the company holding it refuses her request to roll it over into an IRA. READ MORE

By NTSA Net Staff8/10/2015 • 0 Comments

The IRS provides handy reminders regarding the rules governing required minimum distributions (RMDs) and how they are calculated for IRAs and 403(b)s.
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By NTSA Net Staff8/10/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a school district can make employees choose between receiving employer contributions to their 403(b)s or a health insurance benefit. READ MORE

By NTSA Net Staff7/31/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells whether a client can transfer money from his 403(b) account to buy years of service in his state retirement system.
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By Fred Barstein7/31/2015 • 0 Comments

Do not-for-profit entities that have 403(b) plans care more about outcomes than for-profit firms with 401(k) plans? READ MORE

By NTSA Net Staff7/17/2015 • 0 Comments

In MarketBeat, Ellie Lowder provides some clarity on how the 15+ years of service increased limit outlined in Internal Revenue Code Section 402(g)(7) works. READ MORE

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