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.
Ask the Experts | October 25th, 2022 How Would A Change in RMD Rules for 403(b) Plans Apply to Participants With Multiple Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 18th, 2022 Can a Current Active Participant Transfer Assets From a Frozen Plan To an Active ERISA 403(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 11th, 2022 How Important Are Proper Termination Dates for Retirement Plan Compliance? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Data and Research | September 28th, 2022 Workers Delaying Retirement Has Doubled Since Last Year For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Compliance | September 23rd, 2022 Wake Forest University Retirement Plan Lawsuit Will Proceed The plaintiffs’ claims survive the defendants’ motion to dismiss