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403b Plans

403b Plans

403b Plans

By NTSA Net Staff7/17/2015 • 0 Comments

In Tech Talk, Ellie Lowder discusses the timing the federal government requires for employee elective deferrals to 403(b) plans. READ MORE

By NTSA Net Staff7/10/2015 • 0 Comments

Participant contributions and average account balances in 403(b)s grew in 2014, the Plan Sponsor Council of America (PSCA) reports in its 7th annual benchmarking survey of 403(b) plans. READ MORE

By NTSA Net Staff7/7/2015 • 0 Comments

A recent study looks at the state of things regarding certain aspects of 403(b) plans, including how the funds in those plans are invested.
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By NTSA Net Staff7/7/2015 • 0 Comments

The Employee Plans Subcommittee of the IRS Advisory Committee on Tax Exempt and Government Entities has suggested ways the IRS can help 403(b) plan sponsors to comply with the Internal Revenue Code. READ MORE

By NTSA Net Staff7/6/2015 • 0 Comments

In MarketBeat, Michael Webb seeks to help make the 2014 5500 filing process easier for plan sponsors and those who work with them. READ MORE

By NTSA Net Staff7/6/2015 • 0 Comments

Take note, 403(b) annuity arrangements, defined benefit plans and defined contribution plans with calendar year plans: July 31, the deadline for filing the Form 5500, is right around the corner. READ MORE

By NTSA Net Staff6/30/2015 • 0 Comments

If you have participants who separated from service after 2007 and who have a deferred vested benefit under a 403(b) plan you sponsor, do you have to report them on the Form 9855-SSA? READ MORE

By NTSA Net Staff6/30/2015 • 0 Comments

In this week's MarketBeat, Ellie Lowder digs deep into questions that can arise concerning the definition of severance of employment. READ MORE

By NTSA Net Staff6/19/2015 • 0 Comments

In MarketBeat, Linda Segal Blinn argues that the devil may be in the details when terminating a 403(b) plan, and offers questions and answers to help employers that intend to terminate their 403(b) plans.
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By NTSA Net Staff6/15/2015 • 0 Comments

The IRS has updated its 403(b) Plan Fix-It Guide, a guide that provides a way to fix mistakes and also includes information intended to help head problems off before they happen. READ MORE

By NTSA Net Staff6/15/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us about an employer’s responsibility under the 403(b) regulations when it changes from a multi-vendor 403(b) platform to a single vendor. READ MORE

By NTSA Net Staff6/9/2015 • 0 Comments

Hurricane season has begun, and the IRS has issued a reminder about the importance of protecting tax records — and the same principle applies to protecting records relevant to retirement plans and participants. READ MORE

By ASPPA , NTSA Net Staff6/5/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a school district the elects to change from a multi-vendor 403(b) platform to a single vendor may restrict transfers between vendors to the single-provider.


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By NTSA Net Staff6/2/2015 • 0 Comments

In MarketBeat, Robert J. Toth discusses what QLACs do and how they work. READ MORE

By NTSA Net Staff6/2/2015 • 0 Comments

In Tech Talk, Ellie Lowder tell us if the IRS 10% penalty will apply to a 403(b) plan participant who left her employer in the same year as her 55th birthday, but before she actually attained age 55.

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By NTSA Net Staff5/28/2015 • 0 Comments

Funds in 403(b)s were invested more heavily in fixed annuities than in any other kind of investment in 2014, according to the Spectrem Group, a financial analysis firm. READ MORE

By NTSA Net Staff5/21/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the employees of a local school district can make elective deferrals in their 403(b) plans after they have severed employment.
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By NTSA Net Staff5/21/2015 • 0 Comments

In MarketBeat, Michael Webb examines the changes IRS guidance made to EPCRS regarding autoenrollment, and their impact on 403(b)/457(b) plan sponsors.
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By NTSA Net Staff5/12/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration has asked the Office of Management and Budget to extend for three more years authorization to gather information through the Form 5500. READ MORE

By NTSA Net Staff5/11/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether pre-tax deferrals to a 403(b) plan reduce his earnings for purposes of the Social Security earnings test. READ MORE

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