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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 Staff7/10/2017 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses the universal availability rules under the IRS 403(b) Pre-Approved Program. READ MORE

By NTSA Net Staff7/7/2017 • 0 Comments

The IRS has issued an updated version of its Form 14581-E, which is used by systems that offer 403(b) and 457(b) plans, as well as other benefits. READ MORE

By NTSA Net Staff7/5/2017 • 0 Comments

DB plans, DC plans and 403(b) annuity arrangements with calendar year plan years to keep in mind that the July 31 Form 5500 filing deadline for the 2016 plan year is not far off. READ MORE

By John Iekel7/1/2017 • 0 Comments

The IRS has made some changes to how it deals with pre-approved plans, hoping to encourage employers to switch from individually designed plans to the pre-approved format. READ MORE

By NTSA Net Staff6/27/2017 • 0 Comments

In MarketBeat, Susan Diehl discusses the beneficiary’s ability to designate a subsequent beneficiary in the event the original beneficiary dies before the entire account is distributed to him or her. READ MORE

By NTSA Net Staff6/27/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us what section of the Internal Revenue Code provides that governmental and church plans are not covered by ERISA and are not required to be fiduciaries. READ MORE

By NTSA Net Staff6/21/2017 • 0 Comments

The American Retirement Association on June 20 filed a comment letter on items to be included in the 2017-2018 IRS guidance plan. The letter was in response to IRS Notice 2017-28. READ MORE

By NTSA Net Staff6/20/2017 • 0 Comments

Tech Talk discusses whether a client whose husband who entered a nursing home can protect her 403(b) from being considered an asset and used to cover nursing home costs. READ MORE

By NTSA Net Staff6/14/2017 • 0 Comments

The IRS has updated the list of 403(b) pre-approved retirement plans that have received a favorable opinion or advisory letter communicating that the plan satisfies the requirements of Internal Revenue Code Section 403(b). READ MORE

By NTSA Net Staff6/13/2017 • 0 Comments

In Tech Talk, Ray Harmon discusses the ERISA and Form 5500 implications of a charter school with 403(b) plans qualifying as public school. READ MORE

By NTSA Net Staff6/12/2017 • 0 Comments

In a June 8 letter, the ARA offered comments on the guidance contained in IRS Notice 2016-16 concerning mid-year amendments to safe harbor 401(k) and 403(b) plans. READ MORE

By NTSA Net Staff6/6/2017 • 0 Comments

Tech Talk addresses what happens when a client who meets the RMD age requirement and who is retired but still listed as employee is denied the RMD. READ MORE

By NTSA Net Staff5/30/2017 • 0 Comments

MarketBeat takes a look at five ways to “fix” the current Saver’s Credit outlined at a recent policy forum sponsored by the Employee Benefit Research Institute. READ MORE

By NTSA Net Staff5/30/2017 • 0 Comments

In Tech Talk, we address what makes an annuity a longevity annuity and what is unique about the latest regulations affecting them. READ MORE

By NTSA Net Staff5/22/2017 • 0 Comments

MarketBeat discusses a blog post that looks at how to prepare for the application of the new “transition” exemptions to recommendations for IRAs. READ MORE

By NTSA Net Staff5/22/2017 • 0 Comments

In Tech Talk, we address whether a longevity annuity is an option at any age. READ MORE

By NTSA Net Staff5/15/2017 • 0 Comments

In MarketBeat, Susan Diehl writes about questions that have arisen in the wake of the IRS’ issuance of Revenue Procedure 2017-18. READ MORE

By NTSA Net Staff5/15/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us if a SEP or solo 401(k) can be used to designate post-retirement housing allowances as tax-free distributions and discusses some specifiic circumstances. READ MORE

By John Iekel5/15/2017 • 0 Comments

Defined contribution plan participants who are contemplating a rollover into an IRA are looking primarily for two things: advice and control, according to a recent study. READ MORE

By NTSA Net Staff5/9/2017 • 0 Comments

In MarketBeat, Robert Toth discusses interest in taking advantage of opportunities created by Treasury regulations that set the basis by which DC plans can provide lifetime income. READ MORE

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