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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 Iekel3/17/2015 • 0 Comments

The Treasury Department and IRS have invited recommendations on what the priority guidance plan for 2015-2016 should contain.
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By NTSA Net Staff3/17/2015 • 0 Comments

The IRS on March 16 issued a reminder that there still is time to contribute to an IRA for 2014.
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By John Iekel3/12/2015 • 0 Comments

The IRS announced on March 11 that it for the first time in two years it has updated the information package containing sample plan provisions concerning pre-approved 403(b) plans. READ MORE

By NTSA Net Staff3/12/2015 • 0 Comments

In this week’s MarketBeat, Michael Webb provides an overview regarding the sections of the federal tax code apply to governmental plan sponsors, public school districts and public higher education organizations. READ MORE

By NTSA Net Staff3/5/2015 • 0 Comments

The IRS on March 4 announced that it has revised publications concerning aspects of IRA administration and taxation of IRAs. READ MORE

By NTSA Net Staff3/3/2015 • 0 Comments

In this week’s MarketBeat, Robert Toth argues that addressing some of the more intractable daily 403(b) problems requires dealing with “small amounts” in former employees’ 403(b) annuity contracts.
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By NTSA Net Staff3/2/2015 • 0 Comments

The IRS on Feb. 26 said in Revenue Procedure 2015-22 that it has updated user fees and the addresses to which applications for approval of pre-approved 403(b) plans are to be sent. READ MORE

By NTSA Net Staff3/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether 403(b) pay deferrals to a former employee can be taken from the compensation he or she receives for unused leave.
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By NTSA Net Staff2/13/2015 • 0 Comments

How to handle inherited IRAs and 403(b)s continues to generate questions, and in this week's Tech Talk Ellie Lowder answers further questions about them and the regulations no which their treatment is based.
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By NTSA Net Staff2/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether the new IRA rollover rules apply to rollovers from an employer-sponsored plan. READ MORE

By NTSA Net Staff2/2/2015 • 0 Comments

In this week’s MarketBeat, Linda Segal Blinn offers a look at some of the legislative and regulatory initiatives that may affect retirement plans this year. READ MORE

By NTSA Net Staff2/2/2015 • 0 Comments

The IRS on Feb. 2 announced that the addresses it provided for filing applications for 403(b) pre-approved plans are incorrect and has corrected them. READ MORE

By John Iekel12/29/2014 • 0 Comments

All disbursements from a retirement plan scheduled to be made at the same time are treated as a single distribution even if they are sent to multiple destinations, under a new rule that becomes mandatory as 2015 dawns.

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By NTSA Net Staff12/22/2014 • 0 Comments

Last week we asked readers to vote on the best — and worst — aspects of ERISA and its progeny. Here’s what you told us. READ MORE

By NTSA Net Staff12/17/2014 • 0 Comments

The IRS’ Advisory Committee on Tax Exempt and Government Entities is seeking input from 403(b) plan sponsors, vendors and providers on compliance problems. READ MORE

By NTSA Net Staff12/15/2014 • 0 Comments

Suppose you have a client who is age is 59½, has not left the employer, and has money in an employer’s 403(b) plan; he would like to move it to the employer’s 457(b) plan. In this week’s Tech Talk, Ellie Lowder tells whether this kind of transfer can be made. READ MORE

By NTSA Net Staff12/15/2014 • 0 Comments

The saver's credit is one way to providing meaningful opportunity for employees to participate in a 403(b) plan. In this week’s MarketBeat, Ellie Lowder discusses how the saver’s tax credit works and provides a crib sheet of sorts from the IRS. READ MORE

By John Iekel12/12/2014 • 0 Comments

The IRS has made some key reminders available in Special Edition Tax Tip 2014-24 for holders of individual retirement accounts (IRAs). Advisors, as well as and employers that facilitate employees’ establishment of IRAs, may find this information useful to share with their clients and employees.
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By John Iekel12/12/2014 • 0 Comments

The IRS in Notice 2014-77 has updated the 2014 Cumulative List of Changes in Plan Qualification Requirements. The list is primarily for single-employer individually designed DC plans and single-employer individually designed defined benefit plans that are in Cycle E to use when they submit determination letter applications for plans between Feb. 1, 2015 and Jan. 31, 2016. READ MORE

By NTSA Net Staff12/11/2014 • 0 Comments

Saving for retirement in an IRA or workplace savings plan is the top long-term financial goal, according to a new survey. But the survey also contains the sobering finding that financial resolutions for the new year are on the decline as 2015 approaches. READ MORE

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