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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 Staff6/10/2015 • 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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By NTSA Net Staff5/21/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether the employees of a local school district can make elective deferrals in their 403(b) plans after they have severed employment.
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By NTSA Net Staff5/21/2015 • 0 Comments

In MarketBeat, Michael Webb examines the changes IRS guidance made to EPCRS regarding autoenrollment, and their impact on 403(b)/457(b) plan sponsors.
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By NTSA Net Staff5/19/2015 • 0 Comments

In MarketBeat, Ellie Lowder discusses the IRS' assertion in two newsletters that failure to properly document hardship withdrawals or home loans is a qualification failure. READ MORE

By NTSA Net Staff5/19/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether federal income tax withholding on required minimum distributions is mandatory. READ MORE

By NTSA Net Staff5/18/2015 • 0 Comments

A federal district court judge in Michigan has given preliminary approval to a settlement of the Ascension Health class action litigation under which Ascension can continue to claim the church plan exemption. READ MORE

By NTSA Net Staff5/12/2015 • 0 Comments

The Department of Labor’s Employee Benefit Security Administration has asked the Office of Management and Budget to extend for three more years authorization to gather information through the Form 5500. READ MORE

By NTSA Net Staff5/11/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether pre-tax deferrals to a 403(b) plan reduce his earnings for purposes of the Social Security earnings test. READ MORE

By NTSA Net Staff5/7/2015 • 0 Comments

The IRS has put in place new ways to correct elective deferral errors in 403(b) and 401(k) plans; accordingly, it updated its webpage and included coverage of these changes in Issue 2015-5 of Employee Plans News. READ MORE

By NTSA Net Staff5/4/2015 • 0 Comments

In MarketBeat, Ellie Lowder provides a discussion about the fundamentals of top hat plans and what interested financial advisors should do about and with them. READ MORE

By NTSA Net Staff5/4/2015 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether an employer can control where a former employee can roll his 403(b).
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By NTSA Net Staff4/9/2015 • 0 Comments

In the latest MarketBeat, Michael Webb examines the changes the IRS made to the Employee Plans Compliance Resolution System and discusses their specific impact on 403(b)/457(b) plan sponsors. READ MORE

By NTSA Net Staff4/9/2015 • 0 Comments

The Treasury Inspector General for Tax Administration recently issued a report on the results of its audit of how well the IRS identifies and addresses excess contributions to IRAs. READ MORE

By John Iekel4/9/2015 • 0 Comments

The IRS recently issued a reminder regarding the importance of following the Universal Availability Rule on participation in 403(b) plans, and what an employer can do if it runs afoul of it.
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