Ask the Experts | February 8th, 2022 Maximum Deferral When a 401(a), 403(b) and 457(b) Are Offered Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Administration | February 3rd, 2022 Public Sector 403(b) Plans Have a Participation Problem Nonetheless, there are ways governments can create more engaged employees and encourage workers to join defined contribution plan programs.
Compliance | January 31st, 2022 IRS Issues 2022 Cumulative List for 403(b) Plans It identifies changes in the requirements of Section 403(b) of the Internal Revenue Code that the agency will take into...
Compliance | January 28th, 2022 Case by Participants in Terminated 403(b) Allowed to Proceed In denying a motion to dismiss, a federal judge said he had been waiting on the Supreme Court’s ruling in...
Ask the Experts | January 25th, 2022 What Is a Look-Through Investment Vehicle? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | January 18th, 2022 ERISA Litigation Continues in the New Year In court filings last week, fiduciaries of retirement plans at PPL Corp. and Mass Brigham General were accused of failing...
Ask the Experts | October 5th, 2021 Maximum Deferrals to Both a 403(b) and 457(b) Plan Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Products | December 17th, 2020 Ameritas Offers GPS Platform, 403(b) Program The firm says the aim with each is to help participants reach their financial goals.
Compliance | June 10th, 2019 PSNC 2019: 403(b) Plan Remedial Amendment Period The last day of the remedial amendment period for 403(b) plans is March 31, 2020. What does the remedial amendment...
Administration | May 14th, 2019 Communicating Retirement Benefits to Five Generations of Workers The University of Pittsburgh has found stories from peers resonate well with every employee group.
Products | March 13th, 2019 Cash Back Used Towards Retirement Savings? With EvoShare, employees can spend as usual at over 10,000 participating businesses and receive up to 20% cash back toward...
Products | February 26th, 2019 NTSA Launches Financial Literacy Program for Teachers and Staff The new National Tax-Deferred Savings Association education program is delivered via certified retirement education specialists and is vendor-neutral.
Data and Research | December 7th, 2018 403(b) Core Menus Offer Variety of Investments On average, they offer 27 core investment options, according to ICI and BrightScope
Ask the Experts | November 27th, 2018 (b)lines Ask the Experts – New Hardship Rules Regarding Earnings on 403(b) Elective Deferrals “Don't know if the Experts remember me, but I was the one who posed the question back in March about...
Compliance | November 26th, 2018 403(b) Plan Participants Voluntarily Dismiss Lawsuit Against Custodian The lawsuit accused Matrix Trust Company of violating its fiduciary duties by making unauthorized transfers of participants’ accounts to a...
Data and Research | November 5th, 2018 Years of Positive Retirement Savings Behaviors Lead to Record Balances The average 401(k) balance reached an all-time high of $106,500 in the third quarter, and the average 403(b) balance is...
Compliance | July 27th, 2018 Bill Would Establish Personal Savings Accounts Based on TSP The concept is being reintroduced through the American Savings Act
Products | May 2nd, 2018 New Guide for 403(b), 457 Plans from NTSA The guide includes information on rollovers, loans, hardship withdrawals and much more.
Products | April 13th, 2018 IRS Approves Wagner Law’s Volume Submitter DB Pension Plan This is a pre-approved plan that meets IRS requirements.
Products | February 5th, 2018 Steidle Announces 403(b) Plan Administration Fee 403(b) plan sponsors pay just $600 for full service administration and plan document services.