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403b Plans

403b Plans

403b Plans

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

By NTSA Net Staff3/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether 403(b) pay deferrals to a former employee can be taken from the compensation he or she receives for unused leave.
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By Chris DeGrassi2/26/2015 • 0 Comments

The NTSA's persistent effort to ensure that public school employees receive the same important information provided to private sector retirement plan participants has passed a significant milestone. READ MORE

By NTSA Net Staff2/23/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a 403(b) account in which no contributions have been made since 2003 can qualify as a grandfathered account and more. READ MORE

By John Iekel2/17/2015 • 0 Comments

The Virginia House of Delegates on Feb. 6 passed a measure that would allow school districts to establish and administer their own 403(b) plans, and also would allow voluntary and matching contributions under the Commonwealth’s DC plan to be directed to those locally adopted 403(b) plans. READ MORE

By NTSA Net Staff2/13/2015 • 0 Comments

Questions can arise about options for beneficiaries of 403(b) accounts. In this week’s MarketBeat, Ellie Lowder reviews the basics of beneficiaries’ rights to employer-sponsored retirement, as well as 457(b), plans.

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By NTSA Net Staff2/13/2015 • 0 Comments

How to handle inherited IRAs and 403(b)s continues to generate questions, and in this week's Tech Talk Ellie Lowder answers further questions about them and the regulations no which their treatment is based.
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By NTSA Net Staff1/26/2015 • 0 Comments

In this week’s MarketBeat, Diane D. Capone takes a look at exchange-traded funds and self-directed brokerage accounts and the challenges they present to the 403(b) plan sponsor. READ MORE

By NTSA Net Staff1/5/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder gives us the answers regarding how California Insurance Code Section 770.3 applies to 403b investments through payroll deduction at school districts. READ MORE

By NTSA Net Staff1/5/2015 • 0 Comments

In this week’s MarketBeat, Kimberly Flett points out that there are some positive implications as well as some limitations to such contributions after-tax conversions from a 403(b) plan to Roth accounts. READ MORE

By NTSA Net Staff11/7/2014 • 0 Comments

Offering one employee benefit affects how another is offered, and the implementation of the Affordable Care Act is an example. In this week’s MarketBeat, Kevin Lurie discusses how that affects employers — something retirement plan administrators need to understand.
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By NTSA Net Staff11/7/2014 • 0 Comments

You have a client that is a 501(c)(3) that is trying to find a way to reward its directors, who are receiving limited employer contributions to its 403(b) plan. In this week’s Tech Talk, Ellie Lowder tells us whether there is anything the employer can do regarding the directors. READ MORE

By NTSA Net Staff10/31/2014 • 0 Comments

You have a client that has an annuity contract and has requested that it be cashed in due to a qualifying hardship. In this week’s Tech Talk, Ellie Lowder tells us whether the assets of the entire contract can be distributed. READ MORE

By NTSA Net Staff10/31/2014 • 0 Comments

According to the National Alliance for Public Charter Schools, there are 6,400 charter schools in 42 states; many NTSA members have charter schools in their target market. In this week’s MarketBeat, Ellie Lowder discusses some unusual situations that may arise in administering a 403(b) plan for a charter school.
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By NTSA Net Staff10/31/2014 • 0 Comments

More than two and a half years after the city of Stockton, Calif. declared insolvency, Chief United States Bankruptcy Judge Christopher Klein on Oct. 30 confirmed the city’s proposal for exiting Chapter 9 bankruptcy.
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By NTSA Net Staff10/24/2014 • 0 Comments

IRS Notice 2014-54 clarifies the rules affecting rollover distributions consisting of both pretax and after-tax funds to more than one eligible retirement plan. In this week’s MarketBeat, Linda Segal Blinn discusses how this guidance applies to specific situations.
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By NTSA Net Staff10/24/2014 • 0 Comments

A retired teacher placed her name on a school district's substitute teacher list, but has not worked in the district this year; nonetheless, she is coded as an employee, so the district’s third party administrator declined her required minimum distribution application. But there could be consequences if she does not take the RMD — now what?
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By NTSA Net Staff10/21/2014 • 0 Comments

A statistic for 403(b) sponsors to ponder: An IRS official says that when the agency audits 403(b) plans, it discovers issues 80% of the time. And the IRS is hiring still more staff to audit 403(b) and 457(b) plans. In this week’s MarketBeat, Linda Segal Blinn discusses the five issues the IRS most often finds in such audits. READ MORE

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