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A church sponsors a 403(b) annuity plan. The minister is paid by the church but also has self-employment income from other sources. If the church only includes the minister’s income paid by the church, can the minister participate in the church’s 403(b) plan, or does the church need to sponsor a...
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Legislation before the Maryland legislature would expand fiduciary duties in the Old Line State for broker-dealers, agents and investment advisers.SB 1068, introduced by Sen. Jim Rosapepe (D-Prince George’s) on Feb. 7 and HB 1634, introduced by Del. C. William Frick (D-Montgomery) two days later,...
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Editor’s Note: This marks the inauguration of a new feature for the 403(b) Advisor, ERISA Tips. It arises from data on visits to the NTSA site and readership of its content, which indicates consistent interest in ERISA and how it is applied.ERISA Tips is provided in the 403(b) Advisor with you in...
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Does the federal Tax Cuts and Jobs Act (TCJA), enacted Dec. 22, 2017, affect contribution limits and integration of plans? In Tech Talk, Susan Diehl outlines its effects.
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An upcoming NTSA webcast will provide important information and tools regarding presentations to employers about 403(b) plans.NTSA Webcast: The New 403(b) Plan Documents Part I: Why March 2020 Is Important to 403(b) EmployersWednesday, Feb. 28, 20182:00 - 2:50 p.m. ETSpeaker: Susan D. Diehl, QPA,...
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An employer with a 403(b) plan must have a written plan that identifies the plan’s investment arrangements in order to satisfy the IRS regulatory requirements. In MarketBeat, Linda Segal Blinn tells us what happens if the terms of the 403(b) plan document conflict with the provisions of an...
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Is a 403b a voluntary plan, not employer sponsored? In Tech Talk, Susan Diehl tells us.
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Legislation is before the Oklahoma House of Representatives that would allow the elimination of the state-sponsored 403(b) plan for teachers. Rep. Randy McDaniel (R-Oklahoma City) introduced HB 2553 on Feb. 5; it is now before the House of Representatives’ Banking and Business Committee.The...
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The recently enacted Tax Cuts and Jobs Act of 2017 (TCJA) will not affect 2018 qualified retirement plan limitations, the IRS said on Feb. 6 in IR-2018-19.
The Internal Revenue Code specifies dollar limits on benefits and contributions under qualified retirement plans and requires the Treasury...
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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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The American Retirement Association has named Joseph A. Caruso, III, JD, MSPPM as Government Affairs Counsel for the NTSA and its ARA sister organization, the National Association of Plan Advisors (NAPA), effective Feb. 12.In his new role, Caruso will be involved with federal and state lobbying on...
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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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The location of the 2018 NTSA Summit provided a unique opportunity for members of the NTSA to support K-12 education in a new and impactful way. Hurricane Harvey devastated communities across Texas late last year affecting homes, businesses, and, yes, public institutions of learning.
In an effort...
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Tamara Indianer, 2018 NTSA President, and Brent Neese, NTSA’s Executive Director, offered a look at the organization’s status at the Jan. 23 opening session of the 2018 NTSA Summit in Houston. They also outlined where the NTSA is heading, and called on members to continue to be actively involved....
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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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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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The winners of the 2018 NTSA Elite Advisor Award, as well as the winner of the Bob D. Schiller Award, were honored on Jan. 24 in a ceremony at the 2018 NTSA Summit in Houston.
2018 Elite Advisors
The winners of the 2018 Elite Advisor award are:
Shane Hall, RFC, Shane Hall Financial, Amarillo,...
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Retirement plan professionals may feel like spelunkers at times — maneuvering through tight openings, spanning yawning chasms, dodging the errant bat amid the primordial gloom. Susan Diehl shed some light on the path in a Jan. 24 session at the 2018 NTSA Summit in Houston.
Plan-to-plan transfers,...
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Health savings accounts and defined contribution plans are different roads. But they’re not far apart, nor are they just parallel – they do intersect.
Greg Fowler, Vice President of Partner Services at HealthEquity, discussed the HSA/DC plan intersection at a Jan. 24 session of the 2018 NTSA Summit...
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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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