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403b Plans

403b Plans

403b Plans

By NTSA Net Staff6/29/2016 • 0 Comments

In MarketBeat, Susan Diehl provides a brief explanation of the guidance that has been presented on Prototype/Volume Submitter 403(b) approvals and the importance of counting hours for adjunct professors in light of that. READ MORE

By NTSA Net Staff6/29/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us who needs to sign off on the rollover of a 403(b) account established in 2006 and what the employer’s role is. READ MORE

By NTSA Net Staff6/28/2016 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses the rules for special pay features that became popular after EGTRRA enabled 403(b) sponsors to make employer nonelective contributions to the 403(b) account of a former employee. READ MORE

By NTSA Net Staff6/27/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a distribution can be made to a foundation that a 403(b) participant elected to have as his beneficiary. READ MORE

By NTSA Net Staff6/21/2016 • 0 Comments

In MarketBeat, Diane Capone points out their similarities and differences between 403(b) and governmental 457 plans and offers insights into the rules and mechanics of rollovers between the two kinds of accounts. READ MORE

By NTSA Net Staff6/21/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an employer that does not fully control the assets in the 403(b) plan handled by a TPA should notify employees that they will be responsible for gains and losses. READ MORE

By NTSA Net Staff6/13/2016 • 0 Comments

In MarketBeat, Robert Toth discusses issues that need to be addressed concerning 403(b)s and collective investment trusts (CITs). READ MORE

By NTSA Net Staff6/13/2016 • 0 Comments

In Tech Talk, Ellie Lowder discusses asset exchanges regarding 403(b) plans. READ MORE

By NTSA Net Staff6/13/2016 • 0 Comments

With the official Atlantic hurricane season just begun, it's timely to remember the possibility of significant property losses and business disruption — and the need for hardship distributions from 403(b)s, 457s and 401(k)s. READ MORE

By NTSA Net Staff6/7/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether individual 403(b) participant accounts can be considered individual contracts unless the third party administrator chooses to change the contract into a group contract. READ MORE

By NTSA Net Staff6/3/2016 • 0 Comments

By the end of last year, 403(b) plans contained nearly $1 trillion in assets; a recent paper takes a closer look at this significant part of the U.S. retirement landscape. READ MORE

By NTSA Net Staff5/27/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether it is appropriate to name a living trust as beneficiary of a 403(b) account. READ MORE

By NTSA Net Staff5/23/2016 • 0 Comments

In MarketBeat, Ellie Lowder examines what has changed to contribute to the trend of using voluntary savings for additional lifetime income. READ MORE

By NTSA Net Staff5/23/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a client who left his employer at age 53 and will be 55 this year can make withdrawals from his 403(b) account without incurring the IRS penalty tax. READ MORE

By NTSA Net Staff5/9/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether it is appropriate to name a living trust as beneficiary of a 403(b) account in order to escape probate on 403(b) distributions. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who is age 55 and is retiring but has an agreement to return to work with the same employer to do a special project can make 403(B) withdrawals during the interim period without penalty. READ MORE

By ASPPA Net Staff4/27/2016 • 0 Comments

An upcoming IRS webcast will discuss the intricacies of the universal availability rules and how they work. READ MORE

By NTSA Net Staff4/26/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the 403(b) assets of a client who is preparing to declare bankruptcy are protected. READ MORE

By NTSA Net Staff4/15/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a man who left his employer at age 53, and will be 55 this year, can make withdrawals from his 403(b) account without the IRS penalty tax being imposed. READ MORE

By NTSA Net Staff4/4/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether any issues arise if a 73-year old client is still funding his 403(b) while he is taking required minimum distributions. READ MORE

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