403b Plans
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.
No amount containing a required...
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Tech Talk addresses what the “written plan” requirement is, what it means and does not mean.
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The Chairman of the House Ways & Means Committee in recent remarks indicated that after the SECURE Act is enacted, he may move on legislation that would broadly require employers to maintain a 401(k) or 403(b) plan that covers all eligible employees.
SECURE Act
Rep. Richard Neal (D-MA) argued...
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Tech Talk discusses what types of contributions can be made to a 403(b) plan.
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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.
Remember, an exchange can only be...
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Editor’s Note: This is Part I of a two-part series.
Marketplace Issues
The regulations effectively repealed Rev. Rul. 90-24 and significantly changed how and when 403(b) plan participants could change the investment of their 403(b) contracts/accounts. There has been much confusion as the...
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An excessive fee suit has been dismissed on relatively unique grounds.
This suit (Stanley v. George Washington Univ., 2019 BL 259889, D.D.C., No. 1:18-cv-00878-JDB, 7/15/19) – another of the suits filed against university 403(b) plans – claims that the fiduciaries of George Washington University’s...
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When it comes to ERISA litigation, we often only get to hear one side of the story – the plaintiffs’. But one of the defendants in an excessive fee case is fighting back.
The plaintiffs in this case are five employees of the Massachusetts Institute of Technology (MIT) and participants in the MIT...
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A key university 403(b) suit remains alive, as the fiduciary defendants lost their bid to have a rehearing of the case rejected.
The case – one of the first of the university 403(b) suits filed in 2016 – and brought by participants in the $3.8 billion University of Pennsylvania Matching Plan...
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Tech Talk addresses when an employee can join a 403(b) plan.
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A new Texas law will increase the role that school districts in the state play in the 403(b) plans they offer their employees.
Rep. Dan Flynn (R-Canton) introduced the measure on March 1, 2019. The state House of Representatives passed it on April 10; the Texas Senate received the bill the next...
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According to a new state-by-state analysis1 published by the American Retirement Association, more than 5 million employers in the United States still don’t offer a workplace retirement savings benefit, a generation after the 401(k) plan design was first introduced.
When a 401(k) is available, 78...
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As the restatement process for 403(b) plans continues on, a familiar “vestige” of certain past practices of a major vendor continues to bubble its way to the top. That “vestige” is the 403(b) “Money Purchase Plan.” In MarketBeat, Robert Toth discusses such arrangements.
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An employee of a k-12 public school who has a 403(b)(7) took out a loan from his account, which he has paid back. He now wants to take a second loan; in Tech Talk, Susan Diehl addresses how the limit for that second loan is determined.
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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.
The withdrawal restrictions...
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Tech Talk addresses who exactly can participate in a 403(b) plan.
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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.
The final 403(b) regulations created...
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In June 2009, the National Tax Deferred Accounts Association (NTSA) organized and sponsored the first NTSA 403(b) Compliance Resolution Summit (Summit) to address the pervasive service issues in the 403(b) marketplace. Several 403(b) product providers (vendors), third party administrators (TPAs),...
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In Tech Talk, Susan Diehl tells us whether a 501(c)3 ministry that is setting up a new 403(b) plan and wants to give an annual discretionary contribution to the director of the center would be required to also contribute to all employees.
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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.
Following is a discussion of...
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