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403b Plans

403b Plans

403b Plans

By Ted Godbout12/14/2017 • 0 Comments

Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11. READ MORE

By John Iekel 12/11/2017 • 0 Comments

How are 403(b)s doing? Two recent studies offer a look at how sizable and significant a role 403(b)s have. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

At the NTSA Summit (Jan. 23-25) you can hear from American icon Apollo 13 Astronaut Fred Haise on how competence, perseverance and leadership assure ultimate victory under any circumstances. READ MORE

By NTSA Net Staff12/5/2017 • 0 Comments

Can an employee who became part-time and does not work 20 hours every week still contribute to a 403(b) through the employer? In Tech Talk, we tell you. READ MORE

By John Iekel12/4/2017 • 0 Comments

Are any of your 403(b)'s assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and it is possible to blunt potential criticism about that. READ MORE

By Ted Godbout12/4/2017 • 0 Comments

After a long and sometimes heated debate, the Senate took a major step toward enactment of landmark tax reform legislation, approving its version of the Tax Cuts and Jobs Act (H.R. 1) at nearly 2:00 a.m. Saturday, Dec. 2. READ MORE

By John Iekel12/1/2017 • 0 Comments

Ritual marks the onset of a new year — but it’s not just about revelry and pageantry. It’s also about making sure plan-related duties that are on a calendar-year timeline are fulfilled in time. READ MORE

By NTSA Net Staff11/28/2017 • 0 Comments

Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018 at the NTSA Summit! READ MORE

By John Iekel11/28/2017 • 0 Comments

There is “work to do in the retirement areas,” House Ways & Means Chairman Kevin Brady (R-TX) said on Nov. 28. READ MORE

By Ted Godbout11/27/2017 • 0 Comments

As we all emerge from our turkey-induced food coma, all eyes will now be on the U.S. Senate, as Congress returns from its Thanksgiving break to make the final push to approve tax reform by the end of the year. READ MORE

By John Iekel11/27/2017 • 0 Comments

Required minimum distributions — and that includes those for 403(b) participants — may be among a plan's innocuous responsibilities, but a recent blog entry cautions that one fails to keep them in mind at one’s peril. READ MORE

By John Iekel11/22/2017 • 0 Comments

A recent blog entry discusses the beneficiary options under the RMD regulations that were issued on April 17, 2002, and the importance of the distinctions. READ MORE

By NTSA Net Staff11/20/2017 • 0 Comments

In Tech Talk, Susan Diehl tells us whether a frozen ERISA-exempt 403(b) plan which indicates in their plan document that it has been closed still must send an Annual Meaningful Opportunity Notice. READ MORE

By Ted Godbout11/17/2017 • 0 Comments

On Capitol Hill on Nov. 16 both the House and Senate took major steps toward completing the much-anticipated tax reform overhaul. READ MORE

By Nevin Adams 11/15/2017 • 0 Comments

Late last night, Senate Finance Committee Chairman Orrin Hatch (R-UT) released a modified chairman’s mark for the Tax Cuts and Jobs Act, with — mostly — good news for retirement plans. READ MORE

By Nevin Adams 11/14/2017 • 0 Comments

The Chairman’s Mark of the GOP tax reform proposal introduced in the Senate last week does some damage to 403(b) and 457 plans. READ MORE

By NTSA Net Staff11/14/2017 • 0 Comments

The Nutmeg State’s state-run auto-IRA plan for private sector workers isn’t going to be ready for business on Jan. 1, 2018 after all. READ MORE

By Nevin Adams 11/13/2017 • 0 Comments

A weekend of lobbying on Capitol Hill has yielded some encouraging news on tax reform – but serious problems remain for retirement plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

While tax reform is still very much a work in progress, there was a lot of good news for retirement plans and retirement savers yesterday. But there were also a couple of unwelcome surprises, particularly for 403(b) and 457(b) plans. READ MORE

By Nevin Adams 11/10/2017 • 0 Comments

The Chairman’s Mark of the Senate tax reform proposal throws a few unexpected curves — bringing back problems for deferred compensation plans, introducing some new problems for 403(b) and 457 plans and capping catch-up contributions. READ MORE

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