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403b Plans

403b Plans

403b Plans

By NTSA Net Staff12/5/2016 • 0 Comments

In MarketBeat, Susan Diehl tells us what you do in a non-ERISA 403(b) or under an IRA if the participant can’t be found. READ MORE

By NTSA Net Staff12/5/2016 • 0 Comments

In Tech Talk, Ellie Lowder and Susan Diehl tell us how a son who inherited several of his father’s 403(b) accounts needs to treat the deferred annuity values. READ MORE

By NTSA Net Staff11/28/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us what the consequences would be if a school district proceeds with its plan to use a contract that would give the superintendent a choice of medical insurance OR an employer contribution to the 403(b) plan. READ MORE

By NTSA Net Staff11/21/2016 • 0 Comments

Susan D. Diehl and Ellie A. Lowder in an NTSA Webcast discuss developments and changes that affect plan administration and providing services to plans, as well as their sponsors and participants. READ MORE

By NTSA Net Staff11/7/2016 • 0 Comments

In MarketBeat, Ellie Lowder helps provide answers to plan sponsors that sponsor 403(b) plans and struggle with whether the plan is subject to the requirements of ERISA. READ MORE

By NTSA Net Staff11/7/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us if an employee who is 59½ years old, still employed with the employer and who wants to roll his 457(b) account to the employer’s 403(b) plan can do so. READ MORE

By NTSA Net Staff11/3/2016 • 0 Comments

A recent report suggests ways that 403(b) plans can make sure they are properly executing their fiduciary responsibilities in light of recent litigation over the way universities run their 403(b) plans. READ MORE

By Ray Harmon10/31/2016 • 0 Comments

A last-ditch agreement between the Keystone state’s Democratic governor, Tom Wolf, and Republican legislators to reform the state’s pension plans failed by a three-vote margin last week, and the legislature is expected to kick the can into 2017. READ MORE

By John Iekel10/27/2016 • 0 Comments

The IRS on Oct. 27 in Notice 2016-62 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. READ MORE

By NTSA Net Staff10/21/2016 • 0 Comments

The IRS has announced that 401(k)s and similar employer-sponsored retirement plans can make loans and hardship distributions to victims of Hurricane Matthew and members of their families. READ MORE

By NTSA Net Staff10/17/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us the time limit regarding when a client that did a direct rollover of a 403(b) to an IRA six months ago can make an indirect rollover of that IRA to another IRA. READ MORE

By NTSA Net Staff10/13/2016 • 0 Comments

The IRS has found that most of the plan sponsors they studied in a recent 403(b) project were educational organizations eligible to sponsor a 403(b) but also highlighted problems with the box 12 codes in Form W-2. READ MORE

By NTSA Net Staff10/7/2016 • 0 Comments

In MarketBeat, David Blask discusses the lawsuits against large 403(b) and qualified plan sponsors and what they entail. READ MORE

By NTSA Net Staff10/7/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether there is there a portion of a 403(b) death benefit that is taxable, despite the fact that PS-58 costs have been paid since inception. READ MORE

By Ray Harmon9/23/2016 • 0 Comments

In an email to participating RIAs in North Carolina’s Total Retirement Plan 403(b) Program on Sept. 16, the State Treasurer’s office announced that it is changing its contract for record-keeping services. READ MORE

By NTSA Net Staff9/19/2016 • 0 Comments

In MarketBeat, Robert Toth discusses what the differences between 403(b) plans and 401(k) plans mean regarding the application of ERISA’s fiduciary rules to the investments, in light of the recent flurry of lawsuits against major universities on their (very large) 403(b) plans. READ MORE

By ASPPA Net Staff9/1/2016 • 0 Comments

In MarketBeat, Lynn Knight writes that there is a way to receive a tax-free distribution of amounts from a retirement plan through designated Roth contributions (DRCs) as long as certain conditions are met. READ MORE

By NTSA Net Staff9/1/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an individual who has a Roth IRA and a Roth 403(b) and whose plan document accepts rollovers into the plan can roll over his Roth IRA to the Roth 403(b).
READ MORE

By John Iekel8/30/2016 • 0 Comments

A network in Arizona has found a way to increase financial literacy, employee participation in retirement plans and employer action to boost options available to employees all at once. READ MORE

By NTSA Net Staff8/30/2016 • 0 Comments

In MarketBeat, Ellie Lowder discusses the status and importance of variable annuities in light of the DOL’s issuance of its fiduciary regulations. READ MORE

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