NTSA Net Staff
By NTSA Net Staff 3/16/2018
An upcoming NTSA webcast will take a closer look at the requirements of the restatement. It will look at the requirements of completing all provisions in the plan.NTSA Webcast: The New 403(b) Plan Documents Part II: Don’t Even Think About Removing My Appendix!Wednesday, March 28, 20182:00 - 2:50 p....
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By NTSA Net Staff 3/13/2018
The differences between the Non-ERISA and ERISA 403(b) worlds are also found in the expectations and structure related to the servicing of 403(b) plans, writes Bill Fisher. In MarketBeat, he provides a primer for those interested in moving into the ERISA 403(b) marketplace.
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By NTSA Net Staff 3/9/2018
What is the difference between a 403(b) plan and a 403(b)(7) plan? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 3/9/2018
Editor’s Note: ERISA Tips is a new feature for the 403(b) Advisor. It is 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)...
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By NTSA Net Staff 3/6/2018
After the Tax Cuts and Jobs Act was enacted in December 2017, who would have thought that more retirement changes would be issued a few months later?! In MarketBeat, Susan Diehl points out that the recently enacted Bipartisan Budget Act of 2018 contains retirement plan changes that were a surprise...
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By NTSA Net Staff 3/6/2018
Can a local government change its retirement plan for certain employees? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 3/1/2018
True to its word, the Securities and Exchange Commission has announced a settlement with a broker-dealer and investment advisor that it says overcharged retirement account customers for mutual fund shares.According to the SEC’s order, Ameriprise Financial Services Inc. disadvantaged certain...
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By NTSA Net Staff 2/27/2018
We all have the same goal — providing school employees with access to retirement plans and means to save. In MarketBeat, John Iekel provides a look at a panel discussion on that matter that took place at a Jan. 25 session of the NTSA Summit held Jan. 23-25 in Houston.
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By NTSA Net Staff 2/26/2018
Editor’s Note: ERISA Tips is a new feature for the 403(b) Advisor. It is 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)...
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By NTSA Net Staff 2/26/2018
A church sponsors a 403(b) annuity plan. The minister is paid by the church but also has self-employment income from other sources. If the church only includes the minister’s income paid by the church, can the minister participate in the church’s 403(b) plan, or does the church need to sponsor a...
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By NTSA Net Staff 2/20/2018
Editor’s Note: This marks the inauguration of a new feature for the 403(b) Advisor, ERISA Tips. It arises from data on visits to the NTSA site and readership of its content, which indicates consistent interest in ERISA and how it is applied.ERISA Tips is provided in the 403(b) Advisor with you in...
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By NTSA Net Staff 2/20/2018
Does the federal Tax Cuts and Jobs Act (TCJA), enacted Dec. 22, 2017, affect contribution limits and integration of plans? In Tech Talk, Susan Diehl outlines its effects.
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By NTSA Net Staff 2/13/2018
An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans.NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) EmployersWednesday, Feb. 28, 20182:00 - 2:50 p.m. ETSpeaker: Susan D. Diehl, QPA,...
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By NTSA Net Staff 2/12/2018
An employer with a 403(b) plan must have a written plan that identifies the plan’s investment arrangements in order to satisfy the IRS regulatory requirements. In MarketBeat, Linda Segal Blinn tells us what happens if the terms of the 403(b) plan document conflict with the provisions of an...
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By NTSA Net Staff 2/12/2018
Is a 403b a voluntary plan, not employer sponsored? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 2/5/2018
The goal: no audit. But if you ARE audited, the goal is then a 0% change rate. In MarketBeat, John Iekel provides a look at Susan Diehl’s Jan. 24 discussion at the 2018 NTSA Summit of IRS audits: their triggers, what to do if one is coming, and what could help keep the auditors at bay.
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By NTSA Net Staff 2/5/2018
Former state employees who retire can return six months later without affecting their state retirement if their pay is under a certain threshold. Can such employees contribute to a 403(b), 457 or 401(k) In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 1/30/2018
Effective Jan. 2, 2018, the IRS in Revenue Procedure 2018-4 simplified the user fees charged for most submissions made under the Voluntary Correction Program. In MarketBeat, Susan Diehl argues that the changes the IRS made are good news and really bad news — and explains why.
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By NTSA Net Staff 1/29/2018
Can a non-church 403(b) plan require that eligible employees fulfill a 90-day eligibility period before they can begin deferring into the plan? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 1/22/2018
The much-anticipated 2018 NTSA Summit will be held this week in Houston.
Were you unable to attend? Or will you be there, but will be unable to attend all the sessions that you wanted to?
If either of these is the case, you’re in luck. A special edition of the 403(b) Advisor will run on Thursday...
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