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457 Plans

This station houses posts about the 457 plans provided to the non-profit marketplace, including news, developments, industry trends, thought leadership, best practices, research, etc.


 

 

 

457 Plans

457 Plans

By John Iekel 1/18/2018 • 0 Comments

The New York Department of Financial Services’ proposal for a “best interest” standard for those licensed to sell life insurance and annuity products is of limited scope and notable for what it leaves out. READ MORE

By NTSA Net Staff1/16/2018 • 0 Comments

Tech Talk addresses whether a state employee who is enrolled in a state 457 plan through an insurer can transfer assets to that plan. READ MORE

By John Iekel 1/11/2018 • 0 Comments

A recent white paper discusses the Tax Cuts and Jobs Act of 2017 and its possible effects, such as those on retirement plans — including 403(b)s and 457s. READ MORE

By John Iekel 1/2/2018 • 0 Comments

A look at the nuts and bolts of Iowa's supplemental 403(b) program provides a close look at what such a program can entail.
READ MORE

By Ted Godbout12/20/2017 • 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 Ted Godbout12/20/2017 • 0 Comments

Congressional Republicans and President Trump are on the verge of enacting broad-based tax reform legislation. READ MORE

By John Iekel 12/19/2017 • 0 Comments

Officials from the Iowa Public Employees’ Retirement System appeared before the Iowa Legislature’s Public Retirement Systems Committee on Dec. 18. 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 NTSA Net Staff11/28/2017 • 0 Comments

In Tech Talk we address what happens when a school district with a 457(b) plan changes the salary reduction amount to $0 for some employees in the same month deferral agreements were signed. 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 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

By John Iekel11/1/2017 • 0 Comments

The IRS in a private letter ruling (PLR) has said that a Section 457(b) plan may include an auto-enrollment feature. 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 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

By Ted Godbout9/5/2017 • 0 Comments

The House and Senate returned Sept. 5 from a month-long break facing an extremely busy legislative calendar. READ MORE

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