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December 24th, 2024 Information & Insights for the 403(b) Community 2024's Top Ask the Experts Columns EDITOR’S NOTE: Over the next two issues of (b)lines, we present the most-read columns of 2024. Below are the columns that ranked six through 10 in readership. You can find the Ask the Experts archive here. The Top-Five Ask the Experts will appear in (b)lines on December 31, 2024.  What Records Should ERISA Plans Retain? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. Ask the Experts Do YOU have a question for the Experts? If so, we would love to hear from you! Simply forward your question to Amy.Resnick@issgovernance.com with Subject: Ask the Experts, and the Experts will do their best to answer your question in a future column. When Is the Next Restatement Deadline for Preapproved 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations Are Age 60-63 Catch-up Contributions ‘Freebies’?’ Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. How Much of a 403(b) Balance Can a Retired Participant Roll Over to an IRA? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. Can Plans Have ‘Last-Day’ Requirements for True-Up Contributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850