457 Plans
Section 457(f) plans serve tax-exempt employers, and many are drafted to qualify as top hat plans. A blog entry argues that drafting them can be challenging, and offers practical tips for doing that.
In “A Checklist for Drafting Section 457(f) Plans for Tax-Exempt Employers,” Lori Jones, chair of...
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The 457(b) market may not draw as much attention as its flashier DC plan cousins, yet its market includes millions of people and entails nearly $1 trillion in assets. A recent NTSA webinar offered a look at the 457(b) market’s unique features and potential.
In “Understanding the $1 Trillion Dollar...
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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.
Tip of the Week concerns general...
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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.
Tip of the Week concerns issues to...
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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.
Any distribution from a qualified 401...
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The Securities and Exchange Commission (SEC) has launched an investigation into whether federal securities laws have been violated by companies that administer teachers’ retirement plans.
According to The Wall Street Journal, the SEC has sent letters to companies that administer the plans seeking...
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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 Unemployment Compensation...
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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.
Effective on Jan.1, 2008, Internal...
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Under a new proposal put forward by an influential Democratic member of Congress, retirement assets could be factored into a new tax regime targeting higher-income taxpayers.
Labeling it as a proposal to help pay for a Social Security overhaul, Sen. Ron Wyden (D-OR), the ranking member on the...
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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.
Portability of Roth 403(b), Roth 401(...
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In MarketBeat, Jeff Chang examines how and why many cities and special districts establish and maintain multiple 457(b) plans and whether there are any advantages or disadvantages to doing this.
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Commitment is at the core of NTSA activities, as well as the motivation behind the establishment of the Elite Advisor Council (EAC), says NTSA President Kris Coffey.
Coffey made her comments in the first NTSA Elite Advisor WOWcast — the inaugural edition of a series of podcasts by NTSA Elite...
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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.
Portability permits the rollover of...
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The NTSA is now offering an exclusive series of podcasts — the NTSA Elite Advisor WOWcasts — recorded by NTSA Elite Advisors, sharing insights on ways to build, expand and enhance your practice.
NTSA Elite Advisors are the “best of the best” — excelling in advocacy, practice management and...
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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 following is a list of persons...
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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.
No amount containing a required...
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The Governmental Accounting Standards Board (GASB) has issued an exposure draft of a statement intended to enhance reporting for Section 457 plans.
Proposed Statement on 457 Plans that Meet the Definition of a Pension Plan and Supersession of GASB Statement 32 is intended to enhance the relevance...
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While most employers have adopted 403(b) plan documents, many have not shared those documents with the product providers, the financial representatives servicing the plan participants, the plan participants and in some cases, the plan administrator.
Marketplace Issues
This creates problems...
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The House Ways & Means Committee has voted to extend a vast array of individual and corporate tax provisions, including special disaster-related rules for use of retirement funds.
Disaster Relief Assistance
The Committee late June 20 approved the Taxpayer Certainty and Disaster Tax Relief Act...
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The IRS on June 17 issued a third quarter update of its 2018-2019 Priority Guidance Plan. As in such previous such plans, retirement benefits are among the many areas in which the IRS plans to take action. In the update, the IRS also reports on progress in projects it has listed in the plan.
The ‘...
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