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403b Plans

403b Plans

403b Plans

By NTSA Net Staff12/22/2015 • 0 Comments

In MarketBeat, Ellie Lowder discusses how the saver’s tax credit can help make it possible for low-income employees to participate in a 403(b) plan. READ MORE

By NTSA Net Staff12/22/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who contributes to a 403(b) and 457(b) and is over age 70½ can contribute to a Roth IRA. READ MORE

By NTSA Net Staff12/17/2015 • 0 Comments

It’s the time of year when Santa — and those who work with 403(b) plans — are making their end-of-year lists — and checking them twice. To that end, the lawyers at Snell & Wilmer have prepared a end-of-year “to do” list for 403(b) plans.
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By NTSA Net Staff12/15/2015 • 0 Comments

MarketBeat offers ways to pursue effective opportunity to participate in a 403(b) plan — and in the process take stock of how well the plan is adhering to universal availability and avoid not only errors but also the possibility of an audit. READ MORE

By NTSA Net Staff12/8/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a public school district can exclude employees who work 30 or less hours per week from participation in their 457(b) plan, or if it is forbidden to do so as it would be if the plan was a 403(b).
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By NTSA Net Staff12/3/2015 • 0 Comments

The Department of Labor (DOL), IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. 3 released advance copies of the Form 5500 Series to be used for 2015 reporting. READ MORE

By NTSA Net Staff12/1/2015 • 0 Comments

Legislation that would amend the rules for church plans and 403(b)s in a variety of ways is now before both chambers of Congress. READ MORE

By NTSA Net Staff11/30/2015 • 0 Comments

In MarketBeat, Linda Segal Blinn argues that it’s important to learn the key differences between 403(b) and 457(b) plans and offers a discussion of how they differ in several key respects.
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By NTSA Net Staff11/20/2015 • 0 Comments

In MarketBeat, David Blask answers questions that can arise concerning penalty-free premature distributions from retirement plans such as 403(b) plans and IRAs that are allowed due to disability. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a key employee of a public school district who retired but had not established a 403(b) account can establish one after he left the job. READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

In MarketBeat, Robert Toth argues that when a 403(b) plan purchases collective trust interests there can be trouble in the details and identifies two issues that must be addressed. READ MORE

By NTSA Net Staff11/9/2015 • 0 Comments

In Tech Talk, Ellie Lowder tell us whether, in calculating the 403(b) 15 year catch-up contribution opportunity, one includes all previous 403(b) and 457(b) contributions or just the previous 403(b) contribution. READ MORE

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

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