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403b Plans

403b Plans

403b Plans

By NTSA Net Staff5/7/2015 • 0 Comments

The IRS has put in place new ways to correct elective deferral errors in 403(b) and 401(k) plans; accordingly, it updated its webpage and included coverage of these changes in Issue 2015-5 of Employee Plans News. READ MORE

By NTSA Net Staff5/4/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an employer can control where a former employee can roll his 403(b).
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By NTSA Net Staff4/28/2015 • 0 Comments

In a new podcast on NTSA Net, NTSA Executive Director Chris DeGrassi discussed the DOL's proposed regulations redefining what it means to be a fiduciary under ERISA and their implications for NTSA members. READ MORE

By NTSA Net Staff4/28/2015 • 0 Comments

The Department of Labor should issue guidance on the treatment of distributed contracts and custodial accounts in the context of a 403(b) plan termination, said the NTSA Government Affairs Committee in a comment letter to the DOL. READ MORE

By NTSA Net Staff4/28/2015 • 0 Comments

In MarketBeat, Diane Capone provides some basics on the process an ERISA fiduciary plan sponsor needs to follow in order to comply with their obligations to an ERISA 403(b) plan.
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By David R. Blask4/27/2015 • 0 Comments

The proposed regulations on fiduciary status apply to individuals or organizations giving investment advice to a plan or its participants or beneficiaries — but are 403(b) plans of public school districts included? READ MORE

By NTSA Net Staff4/24/2015 • 0 Comments

In Tech Talk, Ellie Lowder explains differences between the rules for withdrawal restrictions concerning 403(b)(1) annuities and 403(b)(7) custodial accounts. READ MORE

By NTSA Net Staff4/21/2015 • 0 Comments

In this week’s MarketBeat, Farhad Mirzada provides an overview of the deadlines for corrections when 403(b) plans fail actual percentage contribution nondiscrimination failed tests.

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By NTSA Net Staff4/16/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a school district can prevent a former employee from rolling over her old 403(b) into her 403(b) at the school district where she now works. READ MORE

By NTSA Net Staff4/9/2015 • 0 Comments

In the latest MarketBeat, Michael Webb examines the changes the IRS made to the Employee Plans Compliance Resolution System and discusses their specific impact on 403(b)/457(b) plan sponsors. READ MORE

By John Iekel4/9/2015 • 0 Comments

The IRS recently issued a reminder regarding the importance of following the Universal Availability Rule on participation in 403(b) plans, and what an employer can do if it runs afoul of it.
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By NTSA Net Staff4/9/2015 • 0 Comments

In the latest Tech Talk, Ellie Lowder tells us whether an employee can transfer 403(b) transfer assets to a 401(k) without terminating the 403(b). READ MORE

By NTSA Net Staff4/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a provider is correct in applying pre-59½ withdrawal restrictions to the entire account value when a client exchanges a 403(b)(7) custodial account into a 403(b)(1) annuity. READ MORE

By Robert Toth4/1/2015 • 0 Comments

In this week’s MarketBeat, Robert Toth discusses plan document issues advisors can help their 403(b) plan sponsors understand pending IRS approval of prototype and volume submitter plans. READ MORE

By NTSA Net Staff3/30/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a church client needs to establish a 403(b)(9) retirement income account so the church board can designate post-retirement housing allowances as tax-free distributions.

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By NTSA Net Staff3/20/2015 • 0 Comments

The IRS on March 19 in IR-2015-55 issued a reminder that April 1 is the deadline for RMDs from traditional IRAs and 401(k), 403(b) and 457 plans to taxpayers who reached age 70½ in 2014. READ MORE

By John Iekel3/12/2015 • 0 Comments

The IRS announced on March 11 that it for the first time in two years it has updated the information package containing sample plan provisions concerning pre-approved 403(b) plans. READ MORE

By NTSA Net Staff3/12/2015 • 0 Comments

In this week’s MarketBeat, Michael Webb provides an overview regarding the sections of the federal tax code apply to governmental plan sponsors, public school districts and public higher education organizations. READ MORE

By NTSA Net Staff3/3/2015 • 0 Comments

In this week’s MarketBeat, Robert Toth argues that addressing some of the more intractable daily 403(b) problems requires dealing with “small amounts” in former employees’ 403(b) annuity contracts.
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By NTSA Net Staff3/2/2015 • 0 Comments

The IRS on Feb. 26 said in Revenue Procedure 2015-22 that it has updated user fees and the addresses to which applications for approval of pre-approved 403(b) plans are to be sent. READ MORE

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