Ask the Experts | October 3rd, 2023 How Are Small Plan Participant-Counting Rules Changing For 2024 Reporting? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 19th, 2023 Is Retroactive Pay Included as Compensation for Plan Purposes? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 1st, 2023 When Can Creditors Make a Claim Against a Retirement Account? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Administration | July 28th, 2023 Voya Financial Launches 403(b) PEP Beginning August 1, Voya will bring what it is calling the very first pooled employer plan to employees of large...
Ask the Experts | July 18th, 2023 Can Participants Access Annuities if They Are Not Offered by the Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | July 13th, 2023 403(b) Suit Against Wake Forest Health Center Settled for $3.8M Settlement comes about two years after initial complaint of fiduciary negligence and excessive fees.
Ask the Experts | July 11th, 2023 When Can Participants Make Tax-Free Withdrawals of Roth Assets? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | June 29th, 2023 Jury Delivers Win To Yale With 403(b) Lawsuit Verdict A jury decided almost entirely in the university’s favor in the nearly seven-year lawsuit.
Investing | June 29th, 2023 Fidelity to Convert More Than $13B of Mutual Funds to ETFs The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....
Administration | June 28th, 2023 PSNC 2023: Addressing In-Plan Annuity Reluctance Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.
Products | June 28th, 2023 Vestwell Announces Expansion of MEP and PEP Solutions In response to SECURE 2.0 permitting more flexibility for multiple and pooled employer plans, Vestwell is expanding its offerings for...
Ask the Experts | June 27th, 2023 How To Correct Mistaken Elective Deferral Exclusions Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Administration | June 26th, 2023 PSNC 2023: Unique Issues for 403(b) Plan Sponsors Experts at the PLANSPONSOR National Conference addressed the ebb and flow of employer efforts to align in-plan investments with organizational...
Compliance | June 16th, 2023 Lawsuit Targets California Medical Center 403(b) Plan A former employee of Cedars-Sinai Medical Center alleges onerous plan fees and under-performing funds.
Ask the Experts | June 13th, 2023 Could the 15-Year Catch-Up Election Enable a Pre-Tax Catch-Up Deferral Under SECURE 2.0? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.