John Iekel
By John Iekel 4/13/2018
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement....
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By John Iekel 4/6/2018
A group of 14 private colleges and universities in Virginia have acted to adopt a 403(b) multiple employer plan (MEP). The group is one of the first to take such an action.The Council of Independent Colleges in Virginia (CICV) made the announcement on April 3. Half of its 28 member schools are...
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By John Iekel 4/6/2018
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement....
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By John Iekel 4/3/2018
With March 31 now behind us, there are now are slightly less than two years until employers with 403(b) plans must restate their plans under the first remedial amendment period (RAP). A March 28 NTSA webcast addressed another aspect of this deadline: the proper completion of restated documents.
In...
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By John Iekel 4/3/2018
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement....
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By John Iekel 3/23/2018
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement....
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By John Iekel 3/19/2018
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement....
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By John Iekel 3/13/2018
Be prepared. The motto of the Boy Scouts of America, but applicable in so many situations. Susan Diehl, PenServ Plan Services President, in the recent NTSA webcast “The New 403(b) Plan Document, Part I: Why March 2020 Is Important to 403(b) Employers,” focused on a mechanism by which a plan may be...
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By John Iekel 3/9/2018
The IRS has sent a field directive to exam agents that expands to 403(b) plans the scope of an earlier directive instructing examiners to not challenge a qualified plan for violating applicable required minimum distribution (RMD) standards if a plan has taken certain steps.The IRS Employee Plans...
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By John Iekel 3/5/2018
Editor’s Note: ERISA Tips is a feature provided with you in mind — to make the newsletter more useful to you! If you have any content for ERISA Tips or the 403(b) Advisor that you would like to contribute or suggest, please contact John Iekel, editor of the 403(b) Advisor, at jiekel@usaretirement....
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By John Iekel 2/22/2018
Legislation before the Maryland legislature would expand fiduciary duties in the Old Line State for broker-dealers, agents and investment advisers.SB 1068, introduced by Sen. Jim Rosapepe (D-Prince George’s) on Feb. 7 and HB 1634, introduced by Del. C. William Frick (D-Montgomery) two days later,...
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By John Iekel 2/8/2018
Legislation is before the Oklahoma House of Representatives that would allow the elimination of the state-sponsored 403(b) plan for teachers. Rep. Randy McDaniel (R-Oklahoma City) introduced HB 2553 on Feb. 5; it is now before the House of Representatives’ Banking and Business Committee.The...
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By John Iekel 2/7/2018
The recently enacted Tax Cuts and Jobs Act of 2017 (TCJA) will not affect 2018 qualified retirement plan limitations, the IRS said on Feb. 6 in IR-2018-19.
The Internal Revenue Code specifies dollar limits on benefits and contributions under qualified retirement plans and requires the Treasury...
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By John Iekel 1/30/2018
Tamara Indianer, 2018 NTSA President, and Brent Neese, NTSA’s Executive Director, offered a look at the organization’s status at the Jan. 23 opening session of the 2018 NTSA Summit in Houston. They also outlined where the NTSA is heading, and called on members to continue to be actively involved....
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By John Iekel 1/25/2018
The winners of the 2018 NTSA Elite Advisor Award, as well as the winner of the Bob D. Schiller Award, were honored on Jan. 24 in a ceremony at the 2018 NTSA Summit in Houston.
2018 Elite Advisors
The winners of the 2018 Elite Advisor award are:
Shane Hall, RFC, Shane Hall Financial, Amarillo,...
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By John Iekel 1/25/2018
Retirement plan professionals may feel like spelunkers at times — maneuvering through tight openings, spanning yawning chasms, dodging the errant bat amid the primordial gloom. Susan Diehl shed some light on the path in a Jan. 24 session at the 2018 NTSA Summit in Houston.
Plan-to-plan transfers,...
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By John Iekel 1/25/2018
Health savings accounts and defined contribution plans are different roads. But they’re not far apart, nor are they just parallel – they do intersect.
Greg Fowler, Vice President of Partner Services at HealthEquity, discussed the HSA/DC plan intersection at a Jan. 24 session of the 2018 NTSA Summit...
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By John Iekel 1/2/2018
There is no time of year like this one for peering into the future. Accordingly, the Center for State and Local Government Excellence has gazed into its crystal ball and reflects on trends to watch in 2018 regarding state and local governments’ retirement plans.
In “State and Local Government...
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By John Iekel 1/2/2018
Public sector and education-related employers can offer their employees access to 403(b) plans, and the Hawkeye State is among them. The state also provides a supplemental program that offers a variety of services; a look at its nuts and bolts offers a close look at what such programs entail.
They...
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By John Iekel 12/19/2017
Officials from the Iowa Public Employees’ Retirement System (IPERS) appeared before the Iowa Legislature’s Public Retirement Systems Committee on Dec. 18. Committee members listened to testimony and inquired regarding the program’s status and liabilities.Testimony included a presentation by Iowa...
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