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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 Staff6/13/2016 • 0 Comments

In MarketBeat, Robert Toth discusses issues that need to be addressed concerning 403(b)s and collective investment trusts (CITs). READ MORE

By NTSA Net Staff6/13/2016 • 0 Comments

In Tech Talk, Ellie Lowder discusses asset exchanges regarding 403(b) plans. READ MORE

By NTSA Net Staff6/13/2016 • 0 Comments

With the official Atlantic hurricane season just begun, it's timely to remember the possibility of significant property losses and business disruption — and the need for hardship distributions from 403(b)s, 457s and 401(k)s. READ MORE

By NTSA Net Staff6/8/2016 • 0 Comments

The American Retirement Association (ARA) on June 7 submitted a comment letter to the IRS on the retirement benefits-related items on its priority guidance plan for 2016-2017. READ MORE

By NTSA Net Staff6/8/2016 • 0 Comments

The IRS has released the third quarter update to its 2015-2016 Priority Guidance Plan. READ MORE

By NTSA Net Staff6/7/2016 • 0 Comments

In MarketBeat, Ellie Lowder tells us whether a client who holds two traditional IRAs that will be aggregated can take any action to change the fact that income taxes will be calculated on a pro-rata basis as though he had withdrawn from each of the IRAs. READ MORE

By NTSA Net Staff6/7/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether individual 403(b) participant accounts can be considered individual contracts unless the third party administrator chooses to change the contract into a group contract. READ MORE

By NTSA Net Staff5/31/2016 • 0 Comments

The IRS has updated the comprehensive page on its website that provides information about, and links to, information about retirement plan documents. READ MORE

By NTSA Net Staff5/27/2016 • 0 Comments

In MarketBeat, Kimberly Flett writes that common mistakes in filing the Form 5500-EZ can be avoided by understanding the basic rules and offers a discussion of them. READ MORE

By NTSA Net Staff5/19/2016 • 0 Comments

The IRS has published final regulations regarding disbursements from a designated Roth account that is directly rolled over to an eligible retirement plan. READ MORE

By NTSA Net Staff5/18/2016 • 0 Comments

If a disaster is declared by the president, the IRS will postpone certain retirement plan and IRA deadlines for affected taxpayers. Here's a look at relevant IRS guidance. READ MORE

By NTSA Net Staff5/18/2016 • 0 Comments

The tax incentives currently extended to workplace retirement plans are a potential casualty of a tax reform proposal that was the subject of a Senate Finance Committee hearing that included testimony from American Retirement Association Director of Retirement Policy Judy Miller. READ MORE

By NTSA Net Staff5/16/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a church can establish a SIMPLE IRA as more pastors are added as long as there are no 403(b) contributions in the same plan year. READ MORE

By NTSA Net Staff5/2/2016 • 0 Comments

In MarketBeat, Barbara Webb writes that offering a designated Roth contribution program is not without strings, and offers a list of elements to consider before implementing such an option.
READ MORE

By ASPPA Net Staff4/27/2016 • 0 Comments

An upcoming IRS webcast will discuss the intricacies of the universal availability rules and how they work. READ MORE

By NTSA Net Staff4/26/2016 • 0 Comments

In MarketBeat, Susan Diehl discusses a new option that permits financial institutions and other service providers that offer a plan document to request a closing agreement on behalf of all clients that missed the April 30, 2016 deadline for adopting a pre-approved plan. READ MORE

By NTSA Net Staff4/26/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the 403(b) assets of a client who is preparing to declare bankruptcy are protected. READ MORE

By NTSA Net Staff4/15/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a man who left his employer at age 53, and will be 55 this year, can make withdrawals from his 403(b) account without the IRS penalty tax being imposed. READ MORE

By NTSA Net Staff4/15/2016 • 0 Comments

Some retirees and IRA holders who turned age 70½ in 2015 had to take required minimum distributions by April 1; others must take them by New Year’s Eve. FINRA has taken the opportunity to update its treatment of common questions about RMDs and IRAs.
READ MORE

By NTSA Net Staff4/11/2016 • 0 Comments

In MarketBeat, Susan Diehl says with the enactment of the PATH Act many financial institutions have found rollovers into a SIMPLE IRA problematic, and addresses how this affects SIMPLE plans and what institutions need to know before accepting such rollovers. READ MORE

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