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403b Plans

403b Plans

403b Plans

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

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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