How Many Catch-Up Elections Are There in 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
How Can Plan Sponsors Contribute to Multiple Plans for a Single Participant?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Deemed Roth Election Be Used by a 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What are the Challenges of Shutting Down a 401(a) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What is the Effective Date of Roth Catch-Ups for Governmental 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What are the Deadlines for Spending Plan Forfeitures?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
May Participants Roll Loans From One 403(b) Plan to Another?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
NAGDCA Renews Request for More Time on Roth Catch-Ups
The group is seeking an extension to the deadline for implementing an infamously complicated provision of the SECURE 2.0 Act.
Can 403(b) Plans Permit Distributions for Long-Term Care Premiums?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Pending Bill Brings CITs Closer to Reality for 403(b) Plans
Industry proponents expect the legislation would lower costs and broaden investment menus for sponsors and participants.
SECURE 2.0 Delivers a Mixed Bag to the 403(b) Arena
More than two years after passage of the SECURE 2.0 Act of 2022, advisers are beginning to see the effects...
MissionSquare’s Andre Robinson Talks Challenges, Opportunities for 403(b) Plans
The CEO and president of MissionSquare discussed plans to expand emergency savings for public sector workers, as well as the...
House Financial Services Committee Advances Bill on CITs in 403(b) Plans
Whether non-ERISA 403(b) plans should have access to invest in collective investment trusts was a point of contention during the...
Do Both ERISA and the Internal Revenue Code Have Prohibited Transaction Rules?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Does the 5-Year Holding Period Work for Distributions From In-Plan Roth Conversions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a 403(b) Plan Impose a Minimum Age Requirement for Employees’ Elective Deferrals?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirees Taking 1st RMDs Must Do So by April 1
The IRS rule applies to most participants in workplace retirement plans and all traditional IRA owners.
PLANSPONSOR Roadmap Series: Special Considerations for 403(b) Plans
403(b) plan sponsors face unique challenges when complying with certain SECURE 2.0 provisions, such as long-term, part-time rules and joining...
How Are Wages Considered to Determine the Need for Roth Catch-up Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
House Financial Services Committee Seeks Feedback on 403(b) Access to CITs
After a hearing on Wednesday, the committee seeks feedback on several legislative proposals, including one that would allow 403(b) plans...