Technical Competence
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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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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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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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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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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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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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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There is no time of year like this one for peering into the future. Accordingly, the Center for State and Local Government Excellence has gazed into its crystal ball and reflects on trends to watch in 2018 regarding state and local governments’ retirement plans.
In “State and Local Government...
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Public sector and education-related employers can offer their employees access to 403(b) plans, and the Hawkeye State is among them. The state also provides a supplemental program that offers a variety of services; a look at its nuts and bolts offers a close look at what such programs entail.
They...
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Defendants successfully made their case in staving off a decision in a case involving Princeton University’s 403(b) plans, and in so doing placed their bets on the outcome of another case in the 3rd Circuit.The SuitThe original suit, Nicolas v. Trs. of Princeton Univ. (D.N.J., No. 2:17-cv-03695,...
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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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Officials from the Iowa Public Employees’ Retirement System (IPERS) appeared before the Iowa Legislature’s Public Retirement Systems Committee on Dec. 18. Committee members listened to testimony and inquired regarding the program’s status and liabilities.Testimony included a presentation by Iowa...
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How does bankruptcy affect 403(b) loans? In Tech Talk, we address this.
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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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Bipartisan legislation that would allow for electronic delivery of pension and retirement plan information was introduced in the U.S. House of Representatives Dec 11.Introduced by Rep. Jared Polis (D-CO) and Rep. Phil Roe (R-TN), along with 26 cosponsors, the “Receiving Electronic Statements to...
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How are 403(b)s doing? What portion of the retirement plan universe do they occupy? How are employers responding to them? Two recent studies offer a look at how sizable and significant a role they have.
In “Live + Learn Well, Live + Learn Wealthy: 2017 Retirement Plan Trends for Institutions of...
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Think you’re dealing with a stressful environment? It could be worse.
Astronaut Fred Haise knows something about stressful situations, based on his experience on Apollo 13.
Haise was slated to become the sixth human to walk on the Moon before circumstances interrupted that mission and created a...
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You were a full-time employee and participated in the employer’s 403(b) plan; when you began working as a part-time employee, you didn’t log in 20 hours per week consistently thereafter. In Tech Talk, we address whether under the 20-hour work rule you are eligible to continue making contributions...
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How is your 403(b) invested? Are any of its assets invested in proprietary funds? If so, says a recent blog entry, you are not alone — and there are ways to blunt criticism some may levy against that.In “Proprietary Funds: The New Lightning Rod for 403(b) Plans?,” a recent entry in Cammack...
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Yes, the holidays are upon us — but there’s no time like the present to get a head start on 2018!The NTSA Summit is where leaders and innovators come together to make a difference for their clients, the industry, and themselves. It is the only national gathering of professionals in the 403(b) and...
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