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403b Plans

403b Plans

403b Plans

By NTSA Net Staff10/9/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses steps that will be helpful in determining whether a tax-exempt organization is a 501(c)(3) and can sponsor a 403(b). READ MORE

By NTSA Net Staff10/9/2017 • 0 Comments

In Tech Talk, Susan Diehl tell us whether 403(b) plans have to use a calendar year. READ MORE

By Nevin Adams10/6/2017 • 0 Comments

Citing the rulings in a number of other university 403(b) suits, a federal district court has weighed in on the issues in a case involving Johns Hopkins University. READ MORE

By John Iekel10/6/2017 • 0 Comments

The IRS Tax Exempt and Government Entities (TE/GE) Office has issued its fiscal year 2018 work plan, which includes actions that will affect plan applications as well as steps to ensure and improve compliance. READ MORE

By NTSA Net Staff10/4/2017 • 0 Comments

A recent blog entry identifies three errors in administering plan loans that plans should try to avoid. READ MORE

By NTSA Net Staff10/2/2017 • 0 Comments

In Tech Talk, we address the rules concerning bankruptcy protection for non-ERISA 403(b) plans. READ MORE

By ASPPA Net Staff9/26/2017 • 0 Comments

In MarketBeat, Robert J. Toth discusses offering to 403(b) plans the type of collective trust investments sold to 401(k) plans and one plan provider’s unique approach. READ MORE

By NTSA Net Staff9/26/2017 • 0 Comments

The IRS on Sept. 18 updated the information on its webpage concerning pre-approved 403(b) plans, adding an addendum to the information about effective dates. READ MORE

By Nevin Adams9/25/2017 • 0 Comments

An excessive fee suit challenging the number of funds on the menu, the use of multiple recordkeepers, and the embrace of asset-based, rather than per-participant fees has been dismissed. READ MORE

By NTSA Net Staff9/18/2017 • 0 Comments

In Tech Talk, Susan Diehl discusses whether a self-employed minister in a 403(b) is entitled to the extended requirement and whether he or she can ever be considered a 5% owner. READ MORE

By Ray Harmon9/12/2017 • 0 Comments

The Teacher Retirement System (TRS) of Texas appears to be revising its recently proposed amendments to rules governing fees in Texas 403(b) plans. READ MORE

By NTSA Net Staff9/11/2017 • 0 Comments

In MarketBeat, Nathan Glassey discusses what the renewed interest in HSAs means for 403(b) plans and how can they be integrated into a 403(b) offering. READ MORE

By NTSA Net Staff9/8/2017 • 0 Comments

Tech Talk concerns whether delaying payments and grace periods of 403(b) and 457 loans is part of IRS relief for those in federally declared disaster areas. READ MORE

By Ted Godbout9/5/2017 • 0 Comments

The House and Senate returned Sept. 5 from a month-long break facing an extremely busy legislative calendar. READ MORE

By NTSA Net Staff9/5/2017 • 0 Comments

On Sept. 1, the Texas Teacher Retirement System Board reviewed the impact of the proposed 403(b) rule amendments on existing products available throughout the Texas School Districts. READ MORE

By NTSA Net Staff8/28/2017 • 0 Comments

The IRS Employee Plans Division’s Tax-Exempt and Government Entities office has updated its Publication 4483: 403(B) Tax-Sheltered Annuities for Sponsors. READ MORE

By John Iekel8/25/2017 • 0 Comments

The head of a consultant firm in a series of blog entries warns employers and plan sponsors that it’s wise to pay close attention to defined contribution plan fees. READ MORE

By NTSA Net Staff8/25/2017 • 0 Comments

Automatic features continue to take hold among 403(b) plans, the Plan Sponsor Council of America found in a recent study. READ MORE

By NTSA Net Staff8/22/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us how Form 5500 reporting should be handled when a client was taken over and they seek data on the voluntary part of the 403(b) plan. READ MORE

By NTSA Net Staff8/15/2017 • 0 Comments

A recent blog entry discusses the fine line that employers with 403(b) plans can tread regarding the ERISA exemption. READ MORE

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