403b Plans

403b Plans

403b Plans

By Ray Harmon8/4/2017 • 0 Comments

A bill that would require new 403(b) disclosures in New Jersey has been filed by the Deputy Republican Leader of the state's Democrat-controlled Assembly. READ MORE

By NTSA Net Staff7/28/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a client who deals with 457(b) and 403(b) annuity and custodial accounts and who began transfer/exchanges from one approved vendor to another can do more until a qualifying event. READ MORE

By NTSA Net Staff7/25/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses the unique plan design feature made possible by Internal Revenue Code Section 403(b)(3). READ MORE

By NTSA Net Staff7/24/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether Internal Revenue Code Section 403(b) allows 403(b) accounts to be used to buy back DB plan service credits. READ MORE

By NTSA Net Staff7/18/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether there are age restrictions related to 403(b) loans. READ MORE

By ASPPA Net Staff7/15/2017 • 0 Comments

Employers offering 457 plans demonstrate a great degree of positivity about the plans and about their role in helping employees prepare for retirement, according to a recent study. READ MORE

By Ray Harmon, John Iekel7/11/2017 • 0 Comments

The NTSA and the ARA have filed a letter with the Board of Trustees of the Texas Teacher Retirement System about its proposed rule concerning companies that offer voluntary 403(b) investment options to public school employees in Texas and their fees. READ MORE

By NTSA Net Staff7/10/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses the universal availability rules under the IRS 403(b) Pre-Approved Program. READ MORE

By Nevin Adams 7/10/2017 • 0 Comments

Another “mega” university 403(b) plan finds itself in the excessive fee crosshairs of a participant-plaintiff suit. READ MORE

By NTSA Net Staff7/7/2017 • 0 Comments

The IRS has issued an updated version of its Form 14581-E, which is used by systems that offer 403(b) and 457(b) plans, as well as other benefits. READ MORE

By NTSA Net Staff7/5/2017 • 0 Comments

DB plans, DC plans and 403(b) annuity arrangements with calendar year plan years to keep in mind that the July 31 Form 5500 filing deadline for the 2016 plan year is not far off. READ MORE

By NTSA Net Staff7/3/2017 • 0 Comments

Connecticut Gov. Dannel Malloy (D) has signed HB 7161, a measure requiring disclosures by 403(b) plan administrators in Connecticut, into law. READ MORE

By John Iekel7/1/2017 • 0 Comments

The IRS has made some changes to how it deals with pre-approved plans, hoping to encourage employers to switch from individually designed plans to the pre-approved format. READ MORE

By Andrew Remo6/23/2017 • 0 Comments

While most respondents to a new survey think eliminating or reducing pre-tax contributions to retirement savings plans is a bad idea, most would definitely or probably still offer them if current pre-tax limits were lowered. READ MORE

By Ray Harmon6/20/2017 • 0 Comments

The Texas Teachers Retirement System Board of Trustees has published a proposed rule that could eliminate virtually all of the existing registered 403(b) products in the state from being actively marketed under new salary reduction agreements. READ MORE

By NTSA Net Staff6/20/2017 • 0 Comments

Tech Talk discusses whether a client whose husband who entered a nursing home can protect her 403(b) from being considered an asset and used to cover nursing home costs. READ MORE

By NTSA Net Staff6/14/2017 • 0 Comments

The IRS has updated the list of 403(b) pre-approved retirement plans that have received a favorable opinion or advisory letter communicating that the plan satisfies the requirements of Internal Revenue Code Section 403(b). READ MORE

By NTSA Net Staff6/13/2017 • 0 Comments

In Tech Talk, Ray Harmon discusses the ERISA and Form 5500 implications of a charter school with 403(b) plans qualifying as public school. READ MORE

By NTSA Net Staff6/13/2017 • 0 Comments

Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings. READ MORE

By NTSA Net Staff6/12/2017 • 0 Comments

In a June 8 letter, the ARA offered comments on the guidance contained in IRS Notice 2016-16 concerning mid-year amendments to safe harbor 401(k) and 403(b) plans. READ MORE

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