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403b Plans

403b Plans

403b Plans

By NTSA Net Staff3/16/2018 • 0 Comments

The upcoming NTSA Webcast, "The New 403(b) Plan Documents Part II: Don’t Even Think About Removing My Appendix!" will take a close look at the requirements of completing all plan provisions. READ MORE

By John Iekel 3/15/2018 • 0 Comments

The IRS has issued a reminder that the retirement plan participants and holds of IRAs and IRA-based plans who attained age 70½ during 2017 must starting receiving RMDs by April 1. READ MORE

By John Iekel 3/13/2018 • 0 Comments

Susan Diehl, PenServ Plan Services President, in the recent NTSA webcast “The New 403(b) Plan Document, Part I: Why March 2020 Is Important to 403(b) Employers,” focused on a mechanism by which a plan may be prepared: the pre-approved plan. READ MORE

By NTSA Net Staff3/13/2018 • 0 Comments

In MarketBeat, Bill Fisher provides a primer for those interested in moving into the ERISA 403(b) marketplace. READ MORE

By John Iekel 3/9/2018 • 0 Comments

The IRS on March 2 issued an updated version of Publication 575, “Pension and Annuity Income.” It is to be used in preparing 2017 income tax returns. READ MORE

By NTSA Net Staff3/9/2018 • 0 Comments

In Tech Talk, Susan Diehl discusses the difference between a 403(b) plan and a 403(b)(7) plan. READ MORE

By John Iekel 3/9/2018 • 0 Comments

The IRS has expanded to 403(b)s the scope of an earlier directive instructing examiners to not challenge a qualified plan for violating RMD standards if a plan has taken certain steps. READ MORE

By NTSA Net Staff3/6/2018 • 0 Comments

In MarketBeat, Susan Diehl points out that the Bipartisan Budget Act of 2018 contains retirement plan changes that were a surprise to many. READ MORE

By John Iekel 3/5/2018 • 0 Comments

This week, ERISA Tips discusses basic due diligence for ERISA 403(b) plans and non-ERISA plans. READ MORE

By Joseph Caruso3/5/2018 • 0 Comments

State House Update is a new occasional feature that provides the status of legislation before state legislatures relevant to NTSA members. READ MORE

By Nevin Adams2/28/2018 • 0 Comments

Georgetown University and two of its officers are the latest to find themselves in the crosshairs of an excessive fee suit. READ MORE

By NTSA Net Staff2/26/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us what a church that sponsors a 403(b) annuity plan should do if it has a paid minister who also has self-employment income from other sources. READ MORE

By NTSA Net Staff2/20/2018 • 0 Comments

This marks the inauguration of a new feature for the 403(b) Advisor, ERISA Tips. This first tip offers a discussion of ERISA Section 404(c). READ MORE

By NTSA Net Staff2/13/2018 • 0 Comments

An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans. READ MORE

By NTSA Net Staff2/12/2018 • 0 Comments

In MarketBeat, Linda Segal Blinn tells us what happens if the terms of the 403(b) plan document conflict with the provisions of an investment arrangement identified in the plan. READ MORE

By NTSA Net Staff2/12/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a 403b is a voluntary plan or employer sponsored. READ MORE

By John Iekel 2/8/2018 • 0 Comments

Legislation is before the Oklahoma House of Representatives that would allow the elimination of the state-sponsored 403(b) plan for teachers. READ MORE

By NTSA Net Staff2/5/2018 • 0 Comments

MarketBeat looks at Susan Diehl’s Jan. 24 discussion of IRS audits: their triggers, what to do if one is coming, and what could help keep the auditors at bay. READ MORE

By NTSA Net Staff2/5/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a former state employee who retires can return six months later and contribute to a 403(b), 457 or 401(k). READ MORE

By John Iekel 1/31/2018 • 0 Comments

The IRS has reviewed and updated the information it provides in frequently asked questions (FAQs) concerning recharacterizations of IRA contributions. READ MORE

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