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457 Plans

This station houses posts about the 457 plans provided to the non-profit marketplace, including news, developments, industry trends, thought leadership, best practices, research, etc.


 

 

 

457 Plans

457 Plans

By Ted Godbout11/17/2017 • 0 Comments

On Capitol Hill on Nov. 16 both the House and Senate took major steps toward completing the much-anticipated tax reform overhaul. READ MORE

By Nevin Adams 11/15/2017 • 0 Comments

Late last night, Senate Finance Committee Chairman Orrin Hatch (R-UT) released a modified chairman’s mark for the Tax Cuts and Jobs Act, with — mostly — good news for retirement plans. READ MORE

By Nevin Adams 11/14/2017 • 0 Comments

The Chairman’s Mark of the GOP tax reform proposal introduced in the Senate last week does some damage to 403(b) and 457 plans. READ MORE

By Nevin Adams 11/13/2017 • 0 Comments

A weekend of lobbying on Capitol Hill has yielded some encouraging news on tax reform – but serious problems remain for retirement plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

While tax reform is still very much a work in progress, there was a lot of good news for retirement plans and retirement savers yesterday. But there were also a couple of unwelcome surprises, particularly for 403(b) and 457(b) plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

The Chairman’s Mark of the Senate tax reform proposal throws a few unexpected curves — bringing back problems for deferred compensation plans, introducing some new problems for 403(b) and 457 plans and capping catch-up contributions. READ MORE

By John Iekel11/1/2017 • 0 Comments

The IRS in a private letter ruling (PLR) has said that a Section 457(b) plan may include an auto-enrollment feature. READ MORE

By NTSA Net Staff9/25/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a TPA is correct in not allowing 457(b) transfers/exchanges from one approved vendor to another even though the plan document is unchanged. 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 Staff8/29/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether it is the final word when a plan document says employees can exchange or transfer 457 funds from one approved provider to another. 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 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 Staff7/24/2017 • 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 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 NTSA Net Staff7/11/2017 • 0 Comments

In Tech Talk, we discuss whether a participant who retires and rolls over funds into a 457 deferred compensation plan account can request funds from the amount rolled over. READ MORE

By NTSA Net Staff7/7/2017 • 0 Comments

The IRS has issued an updated version of its Form 14581-E, which is used by systems that offer 403(b) and 457(b) plans, as well as other benefits. READ MORE

By NTSA Net Staff6/27/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us what section of the Internal Revenue Code provides that governmental and church plans are not covered by ERISA and are not required to be fiduciaries. READ MORE

By NTSA Net Staff6/13/2017 • 0 Comments

Concerns about retirement and health care loom large for American workers and the U.S. Senate is reportedly close to its version of a health care reform bill. We need your help ASAP to tell Congress to make it easier for workers to manage their health and retirement savings. READ MORE

By NTSA Net Staff4/21/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses what constitutes a bona fide vacation or sick leave plan, how Internal Revenue Code Section 457 applies and what that means. READ MORE

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