Ask the Experts | March 19th, 2024 How Can a Late 403(b) Plan Remittance Be Corrected? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 12th, 2024 Can a 457(b) Plan Document Get IRS Approval? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Investing | March 8th, 2024 House Passes Bill Permitting Use of CITs by 403(b) Plans The Senate now needs to consider the bill that would also expand access to capital for certain businesses.
Investing | March 8th, 2024 Measure Allowing CIT Use in 403(b) Plans Advances in the House The legislation is a first step to allowing the lower-cost investments' use in nonprofits and school retirement plans.
Ask the Experts | March 5th, 2024 How Do Small-Balance Cash-Outs Work Across Multiple Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | February 6th, 2024 What if a Plan’s Operating System Does Not Match Age-50 Catch-Up Contributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 19th, 2023 What Are the Withholding Rules for Small 403(b) Rollover Balances? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 31st, 2023 Who Gets to Set the Year for Section 415 Limit Purposes? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 24th, 2023 Do 403(b) Plan Sponsors Have to Recover Small Overcontributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Administration | August 28th, 2023 Extension on Catch-Up Contribution Requirement Comes as Relief to Plan Sponsors The IRS announced last week that plan sponsors have an additional two years to implement the mandatory Roth catch-up provision...
Administration | July 12th, 2023 IRI Presses White House to Back Further Retirement Policy on Annuities An insurance advocacy group follows up 2023 legislative plans with a push for policies that increase the use of retirement...
Ask the Experts | May 9th, 2023 How and When Will SECURE 2.0 Roth Provisions Affect RMDs? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 28th, 2023 Is Change Coming for 403(b) Plan 5500 Filings? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 7th, 2023 Are CITs Now Permitted in 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | February 7th, 2023 Nonprofit Nemours Foundation Faces 403(b) Lawsuit Florida-based nonprofit operator of children’s hospital is alleged to have charged excessive fees to retirement plan participants.
Ask the Experts | January 31st, 2023 Does the SECURE 2.0 Act Make 403(b) Plans More Like 401(k) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 17th, 2023 Should We Continue to Refer to Our 403(b) Plan by an Outdated Name? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Deals and People | January 15th, 2023 BlackRock Invests in Fintech 401(k) Provider Human Interest Human Interest CEO says minority stake from BlackRock will help hiring in areas including product, engineering, and customer acquisition.
Ask the Experts | September 27th, 2022 Does a Plan’s Name Have to Change When a Plan Sponsor’s Name Changes? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 13th, 2022 How Do You Determine Catch-Up Contributions in a 457(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.