Target-Date Funds Helped Savers Weather Q1 Volatility
Retirement plan participants are staying on track, not changing allocations, in the face of market volatility.
Tag: 403(b) plans
$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...
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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...
Disadvantages to Allowing Loan Repayment or Initiation After Termination
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.
Difference Between Annuities and Mutual Funds
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Limiting Compensation for Elective Deferral Purposes
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.
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.
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.
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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...
Excluding Part-Time Employees From Employer Contributions
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
403(b) Account Rollover for Non-Spouse Beneficiary
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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...
Selecting a Normal Retirement Age in the Plan Document
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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...
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.
Crediting Service for Plan Participants Covered Due to Acquisition
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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...
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.