NTSA Net Staff
By NTSA Net Staff 10/19/2018
Upcoming NTSA webcasts will look at plan audits, regulations and proposals from a variety of perspectives.
IRS Audits
Taxes are one of the things that are said to be inevitable. And for some, that may entail the dreaded… plan audit. But the target need not be caught unawares; and not only that,...
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By NTSA Net Staff 10/16/2018
If an employer offers a 403(b) Non-ERISA plan, does the employer have a legal and fiduciary responsibility to address investment fees, investment performance and other such matters? Tech Talk offers an answer.
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By NTSA Net Staff 10/15/2018
The American Retirement Association has formally requested relief for taxpayers and service providers adversely affected by Hurricane Florence.
Specifically, the letter requests:
Relief for taxpayers who would like to use their retirement assets in qualified retirement plans to alleviate...
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By NTSA Net Staff 10/15/2018
Taxes are one of the things that are said to be inevitable. And for some, that may entail the dreaded… plan audit. But the target need not be caught unawares; and not only that, for some professionals, plan audits may even spell business opportunity.
The upcoming NTSA webcast “IRS Audits: A...
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By NTSA Net Staff 10/15/2018
Rep. Richie Neal (D-MA), the ranking Democrat on the House Ways & Means Committee, and the man in line to become chairman of that powerful committee, has cited three priorities on which he even thinks he might align with President Trump, and two of them — shoring up retirement savings and...
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By NTSA Net Staff 10/15/2018
Many Americans have heard of the Roth IRA and its benefit of taking tax-free withdrawals during retirement. And some have heard of the “backdoor” Roth — making nondeductible contributions to traditional IRAs and converting them to Roth IRAs. In MarketBeat, Ascensus staff discuss a new Roth savings...
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By NTSA Net Staff 10/15/2018
If a client adopts a pre-approved 403(b) restatement on Nov. 15, 2018, when is the client required to distribute the new Section 415 notice to participants? In Tech Talk, Susan Diehl discusses the requirements and nuances.
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By NTSA Net Staff 10/2/2018
Recently, the IRS issued Notices 2018-58 and 2018-62, addressing modifications to ABLE accounts enacted under 2017’s Tax Cuts and Jobs Act (TCJA). In MarketBeat, Linda Segal Blinn writes that the IRS expects to issue regulations defining who is now included as a family member of the beneficiary.
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By NTSA Net Staff 10/2/2018
Suppose an employer offers a 403(b) Non-ERISA plan to the employees, but is unsure what its duties are. Since this is a non-ERISA situation, does the employer have the legal and fiduciary responsibility to address investment fees, investment performance, etc.? Tech Talk tells us.
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By NTSA Net Staff 9/25/2018
A company is distributing required minimum distributions (RMDs) to your client, and is withholding 20% of the amounts being distributed. Tech Talk addresses whether it should be doing so.
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By NTSA Net Staff 9/17/2018
Would a legal aid society qualify to offer the 15-year special catch up under Internal Revenue Code Section 402(g)(8) in their 403(b) plan? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 9/11/2018
Employers that may be running out of options for encouraging employees to save have another arrow in their quivers — the Saver’s Credit. In MarketBeat, Ascensus takes a look at this little-known tax credit that generally is available to participants who contribute to retirement plans.
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By NTSA Net Staff 9/10/2018
Does the distributable event requirement on rollovers apply to all sources of contributions in an ERISA 403(b)? In Tech Talk, Susan Diehl tell us.
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By NTSA Net Staff 9/10/2018
Do you know an exceptional advisor who should be recognized? If so, you can nominate that advisor to be considered to be among those the NTSA recognizes as elite — nominations are open for the 2019 NTSA Elite Advisor Award. But nominations are only open through Friday, Sept. 14!The NTSA has named...
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By NTSA Net Staff 9/4/2018
Do you know an exceptional advisor who should be recognized? If so, you can nominate that advisor to be among those the NTSA recognizes as among the elite — nominations are open for the 2019 NTSA Elite Advisor Award.
So far, the NTSA has named 26 members to Elite Advisor status since the award...
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By NTSA Net Staff 9/4/2018
As practices grow, the time and distance between clients and their service providers can grow as well. Technology can help bridge those gaps, Bill Fisher writes in MarketBeat, discussing ideas for doing just that.
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By NTSA Net Staff 9/4/2018
A daughter inherited a 403(b) account from her father. She had the registration of the 403(b) updated to indicate that she is the beneficiary, but has experienced complications. In Tech Talk, Susan Diehl offers suggestions regarding where she can find relevant information.
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By NTSA Net Staff 8/28/2018
Do you know an advisor who is one of the best of the best? If so, you can nominate one for recognition as one of the elite — nominations are open for the 2019 NTSA Elite Advisor Award.So far, the NTSA has named 26 members to Elite Advisor status since the award began in 2014. For information on...
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By NTSA Net Staff 8/28/2018
In Tech Talk, Susan Diehl tells us whether a non-QCCO sponsored 403(b) or an ERISA 403(b) can have an age and service requirement for employer contributions.
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By NTSA Net Staff 8/21/2018
Retirement plans do not exist in an ERISA “bubble,” and the SEC’s proposed Rule 30e-3 3 which it issued this past June will fundamentally rework the manner in which mutual fund prospectuses, proxy material and other fund reports are delivered to shareholders. In MarketBeat, Robert Toth argues that...
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