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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 John Iekel11/22/2017 • 0 Comments

A recent blog entry discusses the beneficiary options under the RMD regulations that were issued on April 17, 2002, and the importance of the distinctions. READ MORE

By Nevin Adams 11/21/2017 • 0 Comments

In a big win for the lobbying efforts of the American Retirement Association’s Government Affairs Committee (GAC), the IRS has dropped a series of compliance questions from the 2017 Form 5500. READ MORE

By NTSA Net Staff11/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a frozen ERISA-exempt 403(b) plan which indicates in their plan document that it has been closed still must send an Annual Meaningful Opportunity Notice. READ MORE

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 John Iekel11/14/2017 • 0 Comments

Retirement benefits are on the agenda in the IRS’ recently released 2017-2018 Priority Guidance Plan. 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 NTSA Net Staff11/13/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether churches are exempt from the requirement that there be a plan document. 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 Andrew Remo11/3/2017 • 0 Comments

While much of the focus has been on the potential “Rothification” of 401(k) plans, the Tax Cuts and Jobs Act included a number of other retirement plan-related provisions, including changes that impact hardship withdrawals and loans. READ MORE

By NTSA Net Staff11/1/2017 • 0 Comments

In MarketBeat, Robert Toth discusses an issue that has delayed vendors’ implementation of the IRS 403(b) pre-approved plan program. READ MORE

By NTSA Net Staff11/1/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a plan sponsor needs to confirm an RMD had taken place, and whether the plan sponsor needs to take any additional steps. READ MORE

By Nevin Adams11/1/2017 • 0 Comments

Apparently we’ll have to wait another day to find out what House Republicans have in mind for tax reform. READ MORE

By Ted Godbout11/1/2017 • 0 Comments

In a preemptive move against retirement provisions in the forthcoming House Republican tax reform plan, Senate Democratic leaders on Oct. 31 unveiled an alternative proposal that would increase 401(k) contribution limits. READ MORE

By Ted Godbout10/30/2017 • 0 Comments

If last week’s volley between President Trump and House Ways and Means Committee Chairman Kevin Brady (R-TX) over the potential Rothification of 401(k)s has you perplexed, rest assured, we should have some initial answers this week. READ MORE

By Ray Harmon10/26/2017 • 0 Comments

The Massachusetts legislature’s Joint Committee on State Administration and Regulatory Oversight has considered a bill that would set up a state-run MEP for private employers in the Bay State. READ MORE

By NTSA Net Staff10/23/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn writes that it may be an affirmative obligation in the employer’s 403(b) plan document to notify participants of annual additions limit rules. READ MORE

By NTSA Net Staff10/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether the changes that allow loan repayments to be postponed until Dec. 31, 2018 also stop accrual of loan interest. READ MORE

By John Iekel10/20/2017 • 0 Comments

The IRS on Oct. 19 announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. READ MORE

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