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IRS Issues

This station houses posts and commentary on regulatory requirements and developments at the IRS affecting NTSA members, including the regulatory development process, changes in existing requirements, best practices in ensuring that clients remain in compliance with the tax code and IRS rules, and inside-the-IRS news.


 

 

 

IRS Issues

IRS Issues

By NTSA Net Staff5/18/2018 • 0 Comments

Tech Talk discusses how one can obtain a PLR or a document that relies on one in order to comply with a state law requiring that governmental 457s obtain one. READ MORE

By NTSA Net Staff5/15/2018 • 0 Comments

It may seem like a long time until 2019 — but the IRS has already published the 2019 inflation-adjusted amounts for health savings accounts (HSAs). READ MORE

By NTSA Net Staff5/15/2018 • 0 Comments

In MarketBeat, Robert Toth offers some insights regarding one of the most common errors in any elective deferral plan: the late deposit of those deferrals into the plan.
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By NTSA Net Staff5/15/2018 • 0 Comments

Tech Talk addresses the best practice for completing the Special Effective Dates Addendum/Appendix for a plan given specific circumstances. READ MORE

By Nevin Adams5/7/2018 • 0 Comments

As the fiduciary rule (and the Best Interest Contract Exemption) expires, regulatory agencies are reportedly ready with a fix, albeit a temporary one, for commission-based advisors offering retirement plan advice. READ MORE

By NTSA Net Staff5/7/2018 • 0 Comments

Tech Talk addresses whether a client with defaulted loans on a fixed annuity that takes a full distribution would, in effect, pay taxes twice on the amount of defaulted loans. READ MORE

By John Iekel 4/27/2018 • 0 Comments

An April 18 NTSA webinar discussed correcting errors and making restatements by March 31, 2020, the deadline for 403(b) plan sponsors to self-correct plan provisions that violate the Internal Revenue Code. READ MORE

By NTSA Net Staff4/27/2018 • 0 Comments

In MarketBeat, Susan Diehl discusses the basics of new IRS guidance that increased the HSA family coverage contribution back to $6,900 for 2018. READ MORE

By NTSA Net Staff4/27/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us when an employer must start automatic withholding for a 403(b) plan with automatic enrollment. READ MORE

By NTSA Net Staff4/27/2018 • 0 Comments

The Internal Revenue Service has announced relief for taxpayers (and arguably for plan sponsors) regarding a reduction in the 2018 maximum contribution limits for health savings accounts (HSAs). READ MORE

By Brian Graff4/26/2018 • 0 Comments

The 21st Century is nearly two decades old — so why are we still relying on 17th Century technology for critical participant communications? READ MORE

By John Iekel 4/26/2018 • 0 Comments

The latest installment of ERISA Tips discusses the disclosure requirements concerning the summary plan description (SPD). READ MORE

By NTSA Net Staff4/24/2018 • 0 Comments

Tech Talk addresses whether the holder of a 403(b) fixed annuity with a deemed loan against it can transfer the annuity and re-invest in mutual funds. READ MORE

By Andrew Remo4/18/2018 • 0 Comments

Members of a House subcommittee pressed IRS representatives this week to explain their recent decision to dramatically increase the cost to small businesses of remedying retirement plan mistakes. READ MORE

By NTSA Net Staff4/16/2018 • 0 Comments

In Tech Talk, Susan Diehl answers questions concerning vendors and investment arrangements that need to be listed on pre-approved 403(b) restatements. READ MORE

By NTSA Net Staff4/6/2018 • 0 Comments

In Tech Talk, Susan Diehl tells us what happens if an employee younger than age 59½ triggers a lifetime annuity or rider payout. READ MORE

By John Iekel 4/4/2018 • 0 Comments

The ARA on April 4 filed a comment letter with the IRS to recommend modifications to EPCRS that would expand the use of the SCP and reduce the burden the VCP’s new pricing structure imposes on small business plans. READ MORE

By John Iekel 4/3/2018 • 0 Comments

A March 28 NTSA webcast addressed an important aspect of the deadline by which employers with 403(b) plans must restate their plans under the first RAP: the proper completion of restated documents. READ MORE

By NTSA Net Staff4/3/2018 • 0 Comments

Tech Talk addresses whether double dipping is still allowed within 403(b) and 457 plans, and whether employers can still contribute to a former employee’s 403(b) for up to five years. READ MORE

By NTSA Net Staff3/23/2018 • 0 Comments

In MarketBeat, Susan Diehl discusses the new limits for HSA contributions for family coverage that the IRS has issued for 2018. READ MORE

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