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403b Plans

403b Plans

403b Plans

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.
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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

By NTSA Net Staff1/23/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an heir who transfers her deceased uncle’s 403(b) account into her inherited IRA may roll her own 403(b) into the IRA. READ MORE

By NTSA Net Staff1/19/2017 • 0 Comments

People often talk about the significance of the “free” money associated with the company match in retirement savings — but there’s another source of “free” money that is often overlooked. READ MORE

By NTSA Net Staff1/19/2017 • 0 Comments

The IRS has updated the information it makes available concerning the 403(b) universal availability requirement. READ MORE

By John Iekel1/17/2017 • 0 Comments

The IRS has announced that the last day of the remedial amendment period for 403(b) plans is March 31, 2020. The American Retirement Association had recommended that the IRS provide an initial three-year restatement period for employers adopting pre-approved 403(b) plans. READ MORE

By NTSA Net Staff1/13/2017 • 0 Comments

In Tech Talk, Ellie Lowder tells us if an employer may treat accumulated sick and vacation pay as an employer contributions to a 403(b), and if are there citations or guidance that are applicable. READ MORE

By John Iekel1/12/2017 • 0 Comments

Awareness of fiduciary status and the DOL fiduciary rule is more widespread among 403(b) plan sponsors than preparations for its effective date, according to a recent study by the Plan Sponsor Council of America (PSCA). READ MORE

By Nevin Adams 1/10/2017 • 0 Comments

House Ways & Means Committee Republicans have broken into tax reform working groups — and retirement is on the “menu.” READ MORE

By Nevin Adams 1/4/2017 • 0 Comments

A new excessive fee lawsuit claims that plan fiduciaries caused plans to “pay excessive fees” and failed to “monitor and control the Plans’ escalating costs.” READ MORE

By NTSA Net Staff12/28/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a client’s 403(b) account in a public school district's plan in which no contributions have been made since 2003 qualifies as grandfathered and if the client can self-certify. READ MORE

By John Iekel12/13/2016 • 0 Comments

“Washington didn’t see this coming,” NTSA Executive Director Chris DeGrassi said about the results of the 2016 elections in a Dec. 12 webcast. READ MORE

By NTSA Net Staff12/8/2016 • 0 Comments

A recent report looks at what a sampling of 403(b) plans offered in 2016. READ MORE

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