Text/HTML


403b Plans

403b Plans

403b Plans

By NTSA Net Staff1/19/2016 • 0 Comments

In MarketBeat, Ellie Lowder suggests that 403(b), and perhaps governmental 457(b) plans as well, face the same problems as 401(k)s regarding plan leakage and discusses what they can do. READ MORE

By NTSA Net Staff1/19/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the addition of automatic enrollment by a plan which sponsors an elective deferral 403(b) would cause ERISA to apply to the plan. READ MORE

By NTSA Net Staff1/12/2016 • 0 Comments

The IRS has made available updated materials relevant to annual filings that 403(b) plans and certain IRA holders must make. READ MORE

By NTSA Net Staff1/11/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the 10% premature distribution penalty tax will be imposed on 403(b) withdrawals made by a client who attained age 55 after she stopped working for a school district. READ MORE

By NTSA Net Staff1/11/2016 • 0 Comments

In MarketBeat, David Blask provides information and insights helpful in understanding — and handling — use of after-tax contributions and rollovers of such contributions to a Roth IRA or to a Roth 403(b).
READ MORE

By NTSA Net Staff12/28/2015 • 0 Comments

In MarketBeat, Diane D. Capone provides a 403(b) plan compliance calendar for 2016 to help plans make sure that they stay within the applicable rules and regulations in the new year. READ MORE

By NTSA Net Staff12/28/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether 10-year averaging applies to distributions from 403(b) plans. READ MORE

By NTSA Net Staff12/22/2015 • 0 Comments

Smaller plans are frequently resource- and expertise-constrained when it comes to their workplace retirement plans, but a new survey indicates that they are less likely to do the things they should be doing — and less likely to get help from advisors to do them. READ MORE

By NTSA Net Staff12/22/2015 • 0 Comments

In MarketBeat, Ellie Lowder discusses how the saver’s tax credit can help make it possible for low-income employees to participate in a 403(b) plan. READ MORE

By NTSA Net Staff12/22/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a person who contributes to a 403(b) and 457(b) and is over age 70½ can contribute to a Roth IRA. READ MORE

By NTSA Net Staff12/17/2015 • 0 Comments

It’s the time of year when Santa — and those who work with 403(b) plans — are making their end-of-year lists — and checking them twice. To that end, the lawyers at Snell & Wilmer have prepared a end-of-year “to do” list for 403(b) plans.
READ MORE

By NTSA Net Staff12/15/2015 • 0 Comments

MarketBeat offers ways to pursue effective opportunity to participate in a 403(b) plan — and in the process take stock of how well the plan is adhering to universal availability and avoid not only errors but also the possibility of an audit. READ MORE

By NTSA Net Staff12/8/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a public school district can exclude employees who work 30 or less hours per week from participation in their 457(b) plan, or if it is forbidden to do so as it would be if the plan was a 403(b).
READ MORE

By NTSA Net Staff12/3/2015 • 0 Comments

The Department of Labor (DOL), IRS and Pension Benefit Guaranty Corporation (PBGC) on Dec. 3 released advance copies of the Form 5500 Series to be used for 2015 reporting. READ MORE

By NTSA Net Staff12/1/2015 • 0 Comments

Legislation that would amend the rules for church plans and 403(b)s in a variety of ways is now before both chambers of Congress. READ MORE

By NTSA Net Staff11/30/2015 • 0 Comments

In MarketBeat, Linda Segal Blinn argues that it’s important to learn the key differences between 403(b) and 457(b) plans and offers a discussion of how they differ in several key respects.
READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In MarketBeat, David Blask answers questions that can arise concerning penalty-free premature distributions from retirement plans such as 403(b) plans and IRAs that are allowed due to disability. READ MORE

By NTSA Net Staff11/20/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a key employee of a public school district who retired but had not established a 403(b) account can establish one after he left the job. READ MORE

By NTSA Net Staff11/17/2015 • 0 Comments

In MarketBeat, Robert Toth argues that when a 403(b) plan purchases collective trust interests there can be trouble in the details and identifies two issues that must be addressed. READ MORE

By NTSA Net Staff11/9/2015 • 0 Comments

In Tech Talk, Ellie Lowder tell us whether, in calculating the 403(b) 15 year catch-up contribution opportunity, one includes all previous 403(b) and 457(b) contributions or just the previous 403(b) contribution. READ MORE

«« First |1 2 3 4 5 6 7 8 9 10 11 12 ... 13 14 15 | Last ››

DNN Web Control Container

0