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403b Plans

403b Plans

403b Plans

By Ray Harmon6/8/2017 • 0 Comments

Both chambers of the Connecticut legislature have now approved a measure that would require disclosures by 403(b) plans political subdivisions in the Nutmeg State offer. READ MORE

By NTSA Net Staff5/15/2017 • 0 Comments

In MarketBeat, Susan Diehl writes about questions that have arisen in the wake of the IRS’ issuance of Revenue Procedure 2017-18. READ MORE

By Ray Harmon5/11/2017 • 0 Comments

Iowa Gov. Terry Brandstadt (R) signed HF 569 into law on May 9, opening the state teachers’ 403(b) plan to greater competition. READ MORE

By NTSA Net Staff5/9/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if a participant can use funds from his 403(b) annuity account to buy a 2014 RV to serve as a primary residence. READ MORE

By Ray Harmon5/5/2017 • 0 Comments

The Connecticut legislature is wasting no time in considering a measure that would require disclosures by 403(b) plans political subdivisions in the Nutmeg State. READ MORE

By NTSA Net Staff4/21/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether the PPA requires vesting for each participant’s ERISA-exempt 403(b) account, and how the plan administrator should proceed. READ MORE

By Ray Harmon4/17/2017 • 0 Comments

The Iowa Senate on April 12 passed HF 569, a bill the House passed March 28 that will open the Iowa teachers’ 403(b) plan to greater competition and that now heads to the governor for his signature. READ MORE

3/27/2017 • 0 Comments

In MarketBeat, Sue Diehl reviews common transactions for 403(b) plans, since such an exercise can help one to avoid making a mistake that could prove disastrous for the plan participant. READ MORE

By NTSA Net Staff3/27/2017 • 0 Comments

In Tech Talk, the NTSA Communications Committee discusses the consequences if a 403(b) plan talks about being subject to the ADP test and certain nondiscrimination rules. READ MORE

By NTSA Net Staff3/13/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an employee is covered under a retirement plan and would be eligible for a deductible IRA if his employer offers a 403(b), but he doesn’t participate. READ MORE

By NTSA Net Staff3/9/2017 • 0 Comments

The IRS on March 7 issued a memorandum that sets forth substantiation guidelines for Employee Plans Examinations employees to use in examining 403(b) plan safe-harbor hardship distributions. READ MORE

By NTSA Net Staff3/6/2017 • 0 Comments

In MarketBeat, Ray Harmon discusses NTSA Executive Director Chris Degrassi’s remarks at the 2017 NTSA 403(b) Masters Summit that the game-changer will be tax reform, not the fiduciary rule. READ MORE

By Ray Harmon3/3/2017 • 0 Comments

A bill that appears consistent with NTSA efforts to enhance disclosures is before the Connecticut House; it would require 403(b) service providers there to describe their services and disclose all compensation. READ MORE

By NTSA Net Staff3/1/2017 • 0 Comments

The IRS has updated the portion of its website that addresses how to self-correct defective 403(b) plan provisions during the remedial amendment period (RAP). READ MORE

By Susan Diehl2/28/2017 • 0 Comments

The IRS recently issued an internal memo to Employee Plans examination employees on safe-harbor distributions from 401(k)s. We have confirmed that the IRS is working on a memo concerning hardship rules for 403(b)s. READ MORE

By NTSA Net Staff2/21/2017 • 0 Comments

In MarketBeat, Kimberly Flett writes that understanding the portability rules for rollover contributions — in particular regarding 403(b)s and IRAs — can prevent an unwelcome tax consequence.
READ MORE

By NTSA Net Staff2/17/2017 • 0 Comments

In Tech Talk, Sue Diehl tells us if certain understandings concerning the upcoming 403(b) plan restatements are correct. READ MORE

By NTSA Net Staff2/13/2017 • 0 Comments

In Tech Talk, Sue Diehl helps clear the confusion some may experience concerning the dates entailed with the newly available IRS pre-approved 403(b) plan document. READ MORE

By NTSA Net Staff2/6/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether what a client has been told about the applicability of the 10% penalty tax to the withdrawals he has made from his 403(b) before he is age 59½ is correct. READ MORE

By NTSA Net Staff1/23/2017 • 0 Comments

In MarketBeat, Susan Diehl writes about Revenue Procedure 2017-18, which provides employers with a remedial amendment period that ends March 31, 2020, and what comes next. READ MORE

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