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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 Staff7/15/2015 • 0 Comments

The IRS should better inform individuals about Internal Revenue Code provisions saying they must take required minimum distributions from their IRAs when they reach a certain age, says a Treasury Inspector General for Tax Administration report.
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By NTSA Net Staff7/9/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the 20% federal income tax withholding applies to all the amounts distributed in required minimum distributions READ MORE

By NTSA Net Staff7/7/2015 • 0 Comments

A recent study looks at the state of things regarding certain aspects of 403(b) plans, including how the funds in those plans are invested.
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By NTSA Net Staff7/7/2015 • 0 Comments

The Employee Plans Subcommittee of the IRS Advisory Committee on Tax Exempt and Government Entities has suggested ways the IRS can help 403(b) plan sponsors to comply with the Internal Revenue Code. READ MORE

By NTSA Net Staff7/6/2015 • 0 Comments

In MarketBeat, Michael Webb seeks to help make the 2014 5500 filing process easier for plan sponsors and those who work with them. READ MORE

By NTSA Net Staff7/6/2015 • 0 Comments

Take note, 403(b) annuity arrangements, defined benefit plans and defined contribution plans with calendar year plans: July 31, the deadline for filing the Form 5500, is right around the corner. READ MORE

By NTSA Net Staff7/6/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a client who will not have a full 15 years of service until the end of the current year must wait until the following year to utilize the 15 years of service increased limit. READ MORE

By NTSA Net Staff6/30/2015 • 0 Comments

If you have participants who separated from service after 2007 and who have a deferred vested benefit under a 403(b) plan you sponsor, do you have to report them on the Form 9855-SSA? READ MORE

By NTSA Net Staff6/19/2015 • 0 Comments

In MarketBeat, Linda Segal Blinn argues that the devil may be in the details when terminating a 403(b) plan, and offers questions and answers to help employers that intend to terminate their 403(b) plans.
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By NTSA Net Staff6/19/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if vendor fees should be taken into account from a TPA perspective if a participant is requesting a loan from their retirement plan for the maximum amount available.
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By NTSA Net Staff6/15/2015 • 0 Comments

The IRS has updated its 403(b) Plan Fix-It Guide, a guide that provides a way to fix mistakes and also includes information intended to help head problems off before they happen. READ MORE

By Kent Schutte6/11/2015 • 0 Comments

At this year’s 403(b) Summit, you’ll hear the latest on what the new IRA rules will do and how to comply with them, as well as what the most successful advisors do to grow their practices while adding efficiencies to their workflow. READ MORE

By NTSA Net Staff6/10/2015 • 0 Comments

The Internal Revenue Service has provided a new, permanent program for late filing Form 5500-EZ. READ MORE

By NTSA Net Staff6/10/2015 • 0 Comments

The IRS included in its latest issue of Employee Plans News a reminder concerning the changes to the Form 5500 and its schedules for 2014 reporting. READ MORE

By NTSA Net Staff6/9/2015 • 0 Comments

Hurricane season has begun, and the IRS has issued a reminder about the importance of protecting tax records — and the same principle applies to protecting records relevant to retirement plans and participants. READ MORE

By NTSA Net Staff6/8/2015 • 0 Comments

Bipartisan legislation introduced in the U.S. House of Representatives June 4 would allow pension plan participants to be automatically opted in to electronic delivery of documents. READ MORE

By NTSA Net Staff6/5/2015 • 0 Comments

In MarketBeat, Kimberly Flett discusses how the ministers' “in-kind” housing allowance works under the federal tax Code and regulations that implement that rule. READ MORE

By ASPPA , NTSA Net Staff6/5/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us if a school district the elects to change from a multi-vendor 403(b) platform to a single vendor may restrict transfers between vendors to the single-provider.


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By NTSA Net Staff6/2/2015 • 0 Comments

In MarketBeat, Robert J. Toth discusses what QLACs do and how they work. READ MORE

By NTSA Net Staff6/2/2015 • 0 Comments

In Tech Talk, Ellie Lowder tell us if the IRS 10% penalty will apply to a 403(b) plan participant who left her employer in the same year as her 55th birthday, but before she actually attained age 55.

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