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A 501(c)3 ministry has a main office and 12 chapters throughout the state, all of which operate under the same employer identification number (EIN). In Tech Talk, Susan Diehl tells us whether one could set a plan up under the main entity and have the chapters as participating employers, or whether... READ MORE
  The key Senate committee with jurisdiction over retirement tax policy issues is turning its attention to reviewing proposals that encourage and facilitate retirement savings.  Sen. Charles Grassley (R-IA), Chairman of the Senate Finance Committee, has announced that the Committee will hold a... READ MORE
The IRS and Treasury are seeking comments concerning the way the Form 5500-EZ is filed. The IRS says that it plans to make the Form 5500-EZ available on the EFAST2 for direct electronic filing instead of using Form 5500-SF. The Forms 5500 and 5500-SF are filed electronically through the web-based... READ MORE
The pressure to live a secure retirement has led to some counterintuitive views about just what will help workers get themselves there.  While 66% of American workers are still planning to supplement their personal savings with income from Social Security, 42% also don’t believe Social Security... READ MORE
Editor’s Note: This is an occasional feature in the NTSA Advisor. It is drawn from The Source, a book that covers technical, compliance, administrative and marketing aspects of the 403(b) and 457(b) markets. More information about The Source is available here. Internal Revenue Code Section 72(p)... READ MORE
The Plan Sponsor Council of America (PSCA), part of the American Retirement Association (ARA), is giving retirement plan sponsors at nonprofit organizations an opportunity to participate in, and receive benchmarking data from, its annual 403(b) Benchmarking Survey. Embarking on its second decade,... READ MORE
In MarketBeat, John Iekel discusses a recent blog entry that focuses on whether or not to outsource, and outlines the advantages and disadvantages of decisions about how a retirement plan’s funds are to be invested. READ MORE
Tech Talk addresses whether a 403(b) plan that has vendors holding money but does not have any current contributions needs to update its 403(b) document as a part of the new restated plan document requirement. READ MORE
The plaintiffs in an excessive fee case have managed to keep their case alive on appeal – in a case that also has an intriguing dissenting opinion. The suit was not only one of the first of the university 403(b) excessive fee suits to be filed, the district court decision, in favor of the... READ MORE
The IRS has announced the expansion of areas for issuing determination letters for certain retirement plans.  Revenue Procedure (Rev. Proc.) 2019-20 issued May 1, details two new issues for which retirement plan sponsors may now request determination letters: Statutory Hybrid Plans – plan... READ MORE

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