Text/HTML


403b Plans

403b Plans

403b Plans

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.
READ MORE

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.
READ MORE

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

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.
READ MORE

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

«« First |1 2 3 4 5 6 7 ... 9 10 11 12 13 14 15 16 | Last ››

DNN Web Control Container

0