NTSA Net Staff
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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By NTSA Net Staff 1/22/2018
The new year is well under way, and dates by which compliance-related functions concerning 403(b) plans must be performed already loom ahead.Farhad Mirzada of Cammack Retirement provides a comprehensive calendar that includes dates during 2018 by which such reporting, filing and other such...
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By NTSA Net Staff 1/22/2018
An employer that is part of a MEP that is beginning a new ERISA plan has been advised to distribute all assets to the participants. In Tech Talk, Susan Diehl tells us how this a distributable event for the participating employer.
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By NTSA Net Staff 1/16/2018
Relief is provided to sponsors of qualified retirement plans due to recent hurricanes under the Disaster Tax Relief and Airport & Airway Extension Act of 2017. In MarketBeat, Kim Flett discusses opportunities the Act provides sponsors of qualified plans to offer employees access to their...
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By NTSA Net Staff 1/16/2018
If you have a client who is a state employee and who is enrolled in a state 457 plan but not through the state, can that person transfer assets to that plan? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 1/9/2018
What occurred in December 2017 concerning recharacterization of 2017 conversions under the new tax law? In MarketBeat, Susan Diehl discusses what we have found out.
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By NTSA Net Staff 1/9/2018
Can a non-QCCO (qualified church-controlled organization) transfer assets to an ERISA 403(b) plan from a non-ERISA 403(b) that is part of a multiple employer plan and is not the lead employer in the MEP but a participating one? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 1/8/2018
Headlines notwithstanding, the fiduciary regulation has been in effect since June of last year — but there are misunderstandings aplenty, and in his most recent blog post, Fred Reish takes one on.
Reish explains that there had been a common belief among advisors that fiduciary status could be...
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By NTSA Net Staff 1/3/2018
The National Tax-deferred Savings Association has announced the 2018 finalists for its prestigious NTSA Elite Advisor Award.
Chosen from an initial list of eight semi-finalists, this year’s NTSA Elite Advisor Award Finalists are:
John Golliozo, CRS, Oldham Resource Group, Norwalk, CT; Broker...
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By NTSA Net Staff 1/2/2018
Anyone who has had the pleasure of dealing with the 403(b) annuity recognizes that it is truly an “odd duck” — especially when looking at it through the lens of the 401(a) experience. In MarketBeat, Robert Toth writes that it should come as no surprise that this “odd-duckiness” shows up in...
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By NTSA Net Staff 1/2/2018
Should one be cautious regarding all mergers of church plans, or only mergers of certain kinds of plans? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 12/20/2017
Most respondents to surveys on retirement confidence and prep give irrational responses to gaps between retirement needs and saving habits. In MarketBeat, Nevin Adams discusses this disparity in a holiday way.
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By NTSA Net Staff 12/20/2017
Can a non-QCCO (qualified church-controlled organization) transfer assets from a non-ERISA 403(b) to an ERISA 403(b) plan? In Tech Talk, Susan Diehl tells us.
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By NTSA Net Staff 12/19/2017
How does bankruptcy affect 403(b) loans? In Tech Talk, we address this.
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By NTSA Net Staff 12/19/2017
What does the IRS have to say about 403(b) loans? In MarketBeat, Nathan Glassey writes that in 2017, the IRS issued two memoranda regarding 403(b) plan loans and how those loans should be administered.
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