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403b Plans

403b Plans

403b Plans

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

By John Iekel8/11/2017 • 0 Comments

A recent blog entry argues that employers and plan administrators can face complex situations concerning distributions. READ MORE

By NTSA Net Staff8/7/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether substitute teachers can participate in 403(b) and/or 457(b) plans. READ MORE

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

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