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403b Plans

403b Plans

403b Plans

By John Iekel 1/18/2018 • 0 Comments

The New York Department of Financial Services’ proposal for a “best interest” standard for those licensed to sell life insurance and annuity products is of limited scope and notable for what it leaves out. READ MORE

By NTSA Net Staff1/16/2018 • 0 Comments

Tech Talk addresses whether a state employee who is enrolled in a state 457 plan through an insurer can transfer assets to that plan. READ MORE

By John Iekel 1/11/2018 • 0 Comments

A recent white paper discusses the Tax Cuts and Jobs Act of 2017 and its possible effects, such as those on retirement plans — including 403(b)s and 457s. READ MORE

By NTSA Net Staff1/9/2018 • 0 Comments

Tech Talk addresses whether a non-QCCO can transfer assets to an ERISA 403(b) plan from a non-ERISA 403(b) that is part of a MEP. READ MORE

By NTSA Net Staff1/2/2018 • 0 Comments

In MarketBeat, Robert Toth says it should come as no surprise that the oddities of dealing with the 403(b) annuity show up in EPCRS CAP settlements.
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By NTSA Net Staff1/2/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us whether one should be cautious regarding all mergers of church plans, or only mergers of certain kinds of plans. READ MORE

By John Iekel 1/2/2018 • 0 Comments

A look at the nuts and bolts of Iowa's supplemental 403(b) program provides a close look at what such a program can entail.
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By Nevin Adams12/28/2017 • 0 Comments

Defendants successfully made their case in staving off a decision in a case involving Princeton University’s 403(b) plans, and in so doing placed their bets on the outcome of another case in the 3rd Circuit. READ MORE

By Ted Godbout12/27/2017 • 0 Comments

Before heading out for the holidays, President Trump on Dec. 22 signed into law (H.R. 1/P.L. 115-97) the most significant overhaul of the federal tax code since the Tax Reform Act of 1986. READ MORE

By Ted Godbout12/20/2017 • 0 Comments

Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11. READ MORE

By NTSA Net Staff12/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a non-QCCO can transfer assets from a non-ERISA 403(b) to an ERISA 403(b) plan. READ MORE

By Ted Godbout12/20/2017 • 0 Comments

Congressional Republicans and President Trump are on the verge of enacting broad-based tax reform legislation. READ MORE

By John Iekel 12/19/2017 • 0 Comments

Officials from the Iowa Public Employees’ Retirement System appeared before the Iowa Legislature’s Public Retirement Systems Committee on Dec. 18. READ MORE

By NTSA Net Staff12/19/2017 • 0 Comments

In Tech Talk, we address how does bankruptcy affects 403(b) loans. READ MORE

By NTSA Net Staff12/19/2017 • 0 Comments

In MarketBeat, Nathan Glassey discusses what the IRS had to say in 2017 concerning 403(b) loans. READ MORE

By Ted Godbout, Nevin Adams 12/18/2017 • 0 Comments

Congressional negotiators agreed on the final tax reform bill Dec. 15, but they had to make additional changes to pick up support from wavering members. How did retirement plans fare? READ MORE

By John Iekel 12/11/2017 • 0 Comments

How are 403(b)s doing? Two recent studies offer a look at how sizable and significant a role 403(b)s have. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

At the NTSA Summit (Jan. 23-25) you can hear from American icon Apollo 13 Astronaut Fred Haise on how competence, perseverance and leadership assure ultimate victory under any circumstances. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

Can an employee who became part-time and does not work 20 hours every week still contribute to a 403(b) through the employer? In Tech Talk, we tell you. READ MORE

By John Iekel12/4/2017 • 0 Comments

Are any of your 403(b)'s assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and it is possible to blunt potential criticism about that. READ MORE

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