How Can Readers Submit Questions to Ask the Experts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
Are There PEPs for Employers Offering 403(b) Retirement Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Did SECURE 2.0 Change Match Distribution Rules for 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
If a Plan is Terminated Mid-Year, Do Participants Get a Partial-Year Contribution?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Who is a Participant’s Beneficiary if the Original Beneficiary has Died?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are Distributions of Rollovers to a 403(b) Plan Subject to Penalty, if the Rule of 55 Exception...
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can a Plan Utilize the Roth In-Plan Rollover Correction Method?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Should Plans Calculate Service for 403(b) 15-Year Catch-up Elections?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What is Required When Executing a Salary-Reduction Agreement?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can Readers Submit Questions to Ask the Experts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Many Catch-Up Elections Are There in 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.