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 Iekel10/17/2017 • 0 Comments

The IRS and the PBGC are providing relief from some deadlines and requirements relevant to retirement plans for certain victims of the wildfires in California. READ MORE

By NTSA Net Staff10/17/2017 • 0 Comments

In MarketBeat, Lynn Knight discusses a few advantages an ERISA 403(b) plan has compared to a 401(k) plan. READ MORE

By NTSA Net Staff10/16/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if it is possible to aggregate across different 403(b) plans or if the aggregation rule only applies to multiple accounts within the same plan. READ MORE

By Andrew Remo10/13/2017 • 0 Comments

Congressional action has included deliberations and discussions concerning a variety of measures and steps relevant to retirement plans and benefits. READ MORE

By NTSA Net Staff10/9/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses steps that will be helpful in determining whether a tax-exempt organization is a 501(c)(3) and can sponsor a 403(b). READ MORE

By NTSA Net Staff10/9/2017 • 0 Comments

In Tech Talk, Susan Diehl tell us whether 403(b) plans have to use a calendar year. READ MORE

By John Iekel10/6/2017 • 0 Comments

The IRS Tax Exempt and Government Entities (TE/GE) Office has issued its fiscal year 2018 work plan, which includes actions that will affect plan applications as well as steps to ensure and improve compliance. READ MORE

By NTSA Net Staff10/4/2017 • 0 Comments

A recent blog entry identifies three errors in administering plan loans that plans should try to avoid. READ MORE

By NTSA Net Staff10/3/2017 • 0 Comments

In MarketBeat, Ted Godbout discusses the insights shared at the Financial Services Roundtable on Sept. 27, 2017 — the day President Trump and congressional leaders released a tax reform plan. READ MORE

By NTSA Net Staff9/29/2017 • 0 Comments

Congress on Sept. 28 approved legislation to expand access by victims of Hurricanes Harvey, Irma and Maria to their 401(k) and similar plans without incurring IRS penalties and taxes, clearing the measure for President Trump’s expected signature. READ MORE

By NTSA Net Staff9/28/2017 • 0 Comments

Rothification may not be on the table — yet — but the GOP’s tax reform outline includes a potentially nasty surprise for small business retirement plans. READ MORE

By Craig Hoffman9/27/2017 • 0 Comments

An outline of the Republican tax reform plan was released today — a plan that includes a proposal to cap the tax rate on small business “pass-through” income at 25%. READ MORE

By NTSA Net Staff9/26/2017 • 0 Comments

The IRS on Sept. 18 updated the information on its webpage concerning pre-approved 403(b) plans, adding an addendum to the information about effective dates. READ MORE

By NTSA Net Staff9/25/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a TPA is correct in not allowing 457(b) transfers/exchanges from one approved vendor to another even though the plan document is unchanged. READ MORE

By Ted Godbout9/25/2017 • 0 Comments

Congress has released draft legislation consistent with recent American Retirement Association recommendations to expand access by victims of recent hurricanes to their 401(k) and similar plans without penalties and taxes. READ MORE

By NTSA Net Staff9/18/2017 • 0 Comments

In Tech Talk, Susan Diehl discusses whether a self-employed minister in a 403(b) is entitled to the extended requirement and whether he or she can ever be considered a 5% owner. READ MORE

By NTSA Net Staff9/18/2017 • 0 Comments

The DOL has extended the employee benefit plan compliance guidance and relief it issued for victims of Hurricane Harvey to those affected by Hurricane Irma. READ MORE

By John Iekel9/13/2017 • 0 Comments

The IRS, Department of Labor and Pension Benefit Guaranty Corporation (PBGC) have announced fresh relief for victims of Hurricane Irma — as well as those of still very recent Hurricane Harvey. READ MORE

By NTSA Net Staff9/11/2017 • 0 Comments

In MarketBeat, Nathan Glassey discusses what the renewed interest in HSAs means for 403(b) plans and how can they be integrated into a 403(b) offering. READ MORE

By NTSA Net Staff9/8/2017 • 0 Comments

Tech Talk concerns whether delaying payments and grace periods of 403(b) and 457 loans is part of IRS relief for those in federally declared disaster areas. READ MORE

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