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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 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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By NTSA Net Staff4/9/2015 • 0 Comments

In the latest Tech Talk, Ellie Lowder tells us whether an employee can transfer 403(b) transfer assets to a 401(k) without terminating the 403(b). READ MORE

By NTSA Net Staff4/2/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a provider is correct in applying pre-59½ withdrawal restrictions to the entire account value when a client exchanges a 403(b)(7) custodial account into a 403(b)(1) annuity. READ MORE

By Robert Toth4/1/2015 • 0 Comments

In this week’s MarketBeat, Robert Toth discusses plan document issues advisors can help their 403(b) plan sponsors understand pending IRS approval of prototype and volume submitter plans. READ MORE

By NTSA Net Staff3/30/2015 • 0 Comments

We may be getting a better understanding of when an employer-sponsored plan is considered to be a governmental plan if the employer is a charter school, based on Notice 2015-07. In this week’s MarketBeat, Linda Segal Blinn explains what this guidance means and the impact it could have. READ MORE

By NTSA Net Staff3/20/2015 • 0 Comments

The IRS on March 19 in IR-2015-55 issued a reminder that April 1 is the deadline for RMDs from traditional IRAs and 401(k), 403(b) and 457 plans to taxpayers who reached age 70½ in 2014. READ MORE

By NTSA Net Staff3/20/2015 • 0 Comments

In this week’s Tech Talk, Ellie Lowder tells us whether a portion of a minister’s normal wage that is declared to be a housing allowance must be excluded from plan compensation for purposes of federal tax law. READ MORE

By NTSA Net Staff3/20/2015 • 0 Comments

In this week’s MarketBeat, Ellie Lowder tells us how top hat plans work under Internal Revenue Code Section 457(b). READ MORE

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

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