Should Plans Add In-Plan Roth Conversions Before Roth Catch-ups Begin in 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plan design
Benefits |
Government Sponsors Say Payroll Systems Are Main Obstacle to Roth Catch-Ups
Government plans need more guidance from the IRS to address payroll-related complications that affect compliance with parts of SECURE 2.0.
Opinions |
Top Considerations for 403(b) Plans in 2024
Optional SECURE 2.0 provisions and IRS determination letters can help plan sponsors position their plans to meet participant needs.
K-12 403(b) Recordkeeping Requires a Number of Players
K-12 public school 403(b) plans haven’t changed as much as plans in other 403(b) market segments—mostly keeping the multiple-provider model—so...