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Technical Competence

Is double dipping is no longer allowed within 403(b) and 457 plans? And is the rule allowing employer contributions to an employee’s 403(b) for up to five years after termination of employment still in force? In Tech Talk, Susan Diehl tells us. READ MORE
Editor’s Note: ERISA Tips is a feature 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) Advisor, at jiekel@usaretirement.... READ MORE
The IRS has released new limits for HSA contributions for family coverage for 2018. In MarketBeat, Susan Diehl notes that they are lower, and provides an overview. READ MORE
Did the Tax Cuts and Jobs Act of 2017 affect the 10% penalty imposed on 403(b) distributions made before age 59½? In Tech Talk, Susan Diehl tells us. READ MORE
Editor’s Note: ERISA Tips is a feature 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) Advisor, at jiekel@usaretirement.... READ MORE
In May 2017, Iowa Gov. Terry Brandstadt (R) signed HF 569 into law opening up the Iowa teachers’ 403(b) plan to greater competition. The bill requires the Iowa Department of Administrative Services (DAS) to include up to 30 insurance and investment companies in the 403(b) plan. The Iowa Insurance... READ MORE
Editor’s Note: ERISA Tips is a feature 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) Advisor, at jiekel@usaretirement.... READ MORE
State of the State House is an occasional feature that provides the status of legislation before state legislatures relevant to NTSA members. Open Provider Access Tennessee. TN SB 2016 transfers the administration of 403(b) retirement plans for employees of institutions of higher education from... READ MORE
If an employee is retiring at 53 and turns 54 later in the tax year, does the penalty tax apply for just one year or longer if the client takes distributions from his/her 403(b)? In Tech Talk, Susan Diehl tells us. READ MORE
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.... READ MORE
The Labor Department finally came up short in federal court — but trade industry headlines notwithstanding, like Mark Twain, the rumors of the fiduciary rule’s “demise” might be a bit premature.It was the first loss in court (U.S. Chamber of Commerce v. DOL, 5th Cir., No. 17-10238, order reversing... READ MORE
Be prepared. The motto of the Boy Scouts of America, but applicable in so many situations. Susan Diehl, PenServ Plan Services President, in the recent NTSA webcast “The New 403(b) Plan Document, Part I: Why March 2020 Is Important to 403(b) Employers,” focused on a mechanism by which a plan may be... READ MORE
State House Update is an occasional feature that provides the status of legislation before state legislatures relevant to NTSA members.Pension ReformKentucky. Kentucky Senate Bill 1 would create a hybrid cash balance plan for teachers and cuts teachers’ cost of living adjustment among other... READ MORE
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. READ MORE
What is the difference between a 403(b) plan and a 403(b)(7) plan? In Tech Talk, Susan Diehl tells us. READ MORE
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)... READ MORE
The IRS has sent a field directive to exam agents that expands to 403(b) plans the scope of an earlier directive instructing examiners to not challenge a qualified plan for violating applicable required minimum distribution (RMD) standards if a plan has taken certain steps.The IRS Employee Plans... READ MORE
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... READ MORE
Can a local government change its retirement plan for certain employees? In Tech Talk, Susan Diehl tells us. READ MORE
Editor’s Note: ERISA Tips is a feature 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) Advisor, at jiekel@usaretirement.... READ MORE

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