Compliance | May 25th, 2023 House Committee Approves Bill Allowing CITs in 403(b) Plans The proposal would provide the needed changes to securities laws that were missing from SECURE 2.0.
Ask the Experts | May 23rd, 2023 Are Emergency Savings Account Deferrals Subject to Nondiscrimination Testing? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | May 17th, 2023 How Employers Can Address the Nurse Retention Problem Nurse turnover remains high, and employers can improve their overall retention by implementing benefits both old and new.
Data and Research | May 10th, 2023 Retirement, Broad Financial Fallout From COVID Continues A defined contribution industry survey finds lasting financial effects to retirement plan participants.
Deals and People | May 9th, 2023 TIAA Goes Outside the Firm to Fill New Role New EVP Melissa Kivett arrives from Prudential to help TIAA increase focus on the corporate retirement market.
Ask the Experts | May 2nd, 2023 Can A Church 403(b) Plan Require Employees to Use Roth Catch-Ups? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 25th, 2023 Understanding Contribution Limits on Unrelated Entities and Across Plan Types Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | April 24th, 2023 Better Late Than Never: New Bill Would Permit CITs in 403(b)s A bill is planned to amend securities laws, close a SECURE 2.0 loophole and clear the way for CITs in...
Benefits | April 18th, 2023 Employees Favor SECURE 2.0 Mandates, Larger Matches Plan sponsors may bolster retirement plan engagement and contributions with SECURE 2.0 enhancements, a Natixis survey shows.
Ask the Experts | April 11th, 2023 Does the SECURE 2.0 Student Loan Provision Require a Matching Contribution? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 10th, 2023 Does SECURE 2.0 Require Immediate Action by 403(b) Plan Sponsors? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | January 6th, 2023 CITs a No-Go for 403(b) Accounts One of the original three bills of SECURE 2.0 did contain such a provision, but it was ultimately dropped.
Compliance | December 29th, 2022 403(b) Plans Will Continue to Act More Like 401(k)s with SECURE 2.0 Changes Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.
Compliance | December 20th, 2022 SECURE 2.0 Bill Delivers on Most Supported Provisions The final bill contains measures on student loan matching, 403(b) improvements, tax credit incentives, emergency savings and a plan lost...
Ask the Experts | December 13th, 2022 Is There Any Update on Using CITs in 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | December 12th, 2022 OK, but Seriously: Is SECURE 2.0 Going to Pass? If a budget passes, SECURE 2.0 will be attached to that bill. If a budget passes.
Ask the Experts | November 29th, 2022 When Are SECURE and CARES Acts Plan Amendments Due? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 21st, 2022 Can A 403(b) Plan Continue to Provide Benefits Once The Sponsoring Organization Shuts Down? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 1st, 2022 What Are the Limits on a 457(f) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | October 31st, 2022 Washington Insiders Offer Timeline Update on SECURE 2.0 Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.