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403b Plans

403b Plans

403b Plans

By NTSA Net Staff11/1/2017 • 0 Comments

In MarketBeat, Robert Toth discusses an issue that has delayed vendors’ implementation of the IRS 403(b) pre-approved plan program. READ MORE

By NTSA Net Staff10/30/2017 • 0 Comments

In MarketBeat, Richard H. Ford discusses the effects that adding the Roth option can have on a plan and on its participation levels. READ MORE

By NTSA Net Staff10/30/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if you can aggregate across 403(b) plans, what the plan sponsor’s responsibility is for confirming RMDs are processed. READ MORE

By Brent Neese10/30/2017 • 0 Comments

After significant deliberation with NTSA and other stakeholders over the last several months, the Texas Teachers Retirement System Board unanimously passed new 403(b) rules that will be fully effective on Oct. 1, 2019. READ MORE

By Ray Harmon10/30/2017 • 0 Comments

Kentucky Gov. Matt Bevin, House Speaker Jeffrey Hoover, and Senate President Robert Stivers jointly announced a proposal to close the state’s pension plan to teachers and move new hires to a DC-only option going forward. READ MORE

By NTSA Net Staff10/23/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn writes that it may be an affirmative obligation in the employer’s 403(b) plan document to notify participants of annual additions limit rules. READ MORE

By Nevin Adams10/18/2017 • 0 Comments

It’s said that reasonable minds can differ — and that turns out to be the case in another university suit. READ MORE

By John Iekel10/17/2017 • 0 Comments

A recent blog post lists the biggest 403(b) providers and administrators and describes the circumstances under which a non-profit may be better served by considering a wider range of options. READ MORE

By NTSA Net Staff10/17/2017 • 0 Comments

In MarketBeat, Lynn Knight discusses a few advantages an ERISA 403(b) plan has compared to a 401(k) plan. READ MORE

By NTSA Net Staff10/16/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if it is possible to aggregate across different 403(b) plans or if the aggregation rule only applies to multiple accounts within the same plan. READ MORE

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

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