Data and Research | May 19th, 2022 Target-Date Funds Helped Savers Weather Q1 Volatility Retirement plan participants are staying on track, not changing allocations, in the face of market volatility.
Compliance | April 18th, 2022 $7.5M Settlement Struck in Washington University ERISA Suit The settlement agreement also spells out a variety of non-monetary requirements, including a new fiduciary training regimen for members of...
Products | January 19th, 2022 Verity Launches Retirement Plan Governance Platform The new platform for 403(b) and 457(b) retirement plans is targeted to address challenges in tax-exempt and governmental employer retirement...
Ask the Experts | January 11th, 2022 Disadvantages to Allowing Loan Repayment or Initiation After Termination Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 7th, 2021 Can Employees of Tax-Exempts in Puerto Rico Participate in 403(b)s? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 23rd, 2021 Difference Between Annuities and Mutual Funds Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 16th, 2021 Limiting Compensation for Elective Deferral Purposes Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | November 11th, 2021 Mercy Health Agrees to Settle Suit Filed on Behalf of Three Retirement Plans In addition to a $3.9 million payment, the fiduciaries will retain an independent consultant to review investments and fees.
Ask the Experts | November 9th, 2021 Small Balance Cashouts When Annuity Contracts Don’t Allow Them Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Data and Research | November 4th, 2021 Meeting Nurses’ Financial Wellness and Retirement Savings Needs While many nurses show positive retirement savings behavior, they might be struggling with financial wellness, and employers can help.
Products | November 3rd, 2021 GSAM and Ascensus Announce New Retirement Plan Offering The solution for small and midsized businesses that want to offer a 401(k) or 403(b) plan features digital advice and...
Ask the Experts | November 2nd, 2021 Excluding Part-Time Employees From Employer Contributions Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 12th, 2021 403(b) Account Rollover for Non-Spouse Beneficiary Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | October 1st, 2021 IRS Issues Reminder About Special 415 Limit Rule for Certain 403(b) Plan Participants If a 403(b) plan participant also sponsors a plan to which he contributes, the plans must satisfy the annual additions...
Ask the Experts | September 28th, 2021 Selecting a Normal Retirement Age in the Plan Document Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | September 24th, 2021 Insurance Agents Charged With Duping California Educators Into Reinvesting Retirement Money The owner of a 403(b) plan administration firm and another insurance agent allegedly convinced educators to roll retirement plan money...
Ask the Experts | September 21st, 2021 Allowing for After-Tax Contributions in a 401(a) Plan Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 14th, 2021 Crediting Service for Plan Participants Covered Due to Acquisition Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | September 9th, 2021 IRS Issues Procedures for 403(b) Plan Remedial Amendment Cycle 2 The IRS says it is modifying the procedures for the 403(b) pre-approved plan program to be more similar to those...
Ask the Experts | August 31st, 2021 Why Does a 457(b) Plan Not Need Fidelity Bond Coverage? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.