Ask the Experts | October 8th, 2024 What are the IRS Deadlines for 403(b) Plan Restatement and Amendment? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | October 4th, 2024 Regulators Clarify Part-Time Eligibility Rules for ERISA 403(b) Plans The guidance provides additional clarity on which part-time employees can be excluded from contributing to a plan.
Ask the Experts | September 17th, 2024 Can Self-Certification be Used for Unforeseeable Emergency Distributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 13th, 2024 How Does SECURE 2.0’s Mid-Year Termination of SIMPLE IRAs Work? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 28th, 2024 How Should Readers Submit Questions to Ask the Experts? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 30th, 2024 Can Employees in Canada Benefit from a 403(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | April 1st, 2024 Know Your DC Plans Tax-exempt, church and governmental employers have a wide range of considerations when picking what retirement plan, or plans, to offer.
Benefits | April 1st, 2024 With Limited Resources, Managing 403(b) Plans in Higher Ed Brings Unique Challenges As higher education plan sponsors often work with small benefits staffs and oversee diverse pools of employees, administering a retirement...
Benefits | April 1st, 2024 403(b) Participation Rates Reach Record Highs, but Savings Results ‘Still Not Great’ For 403(b) plan sponsors, automatic enrollment helps employees build retirement security, but participation is only half the task facing many,...
Ask the Experts | March 26th, 2024 What Organizations Can Sponsor a 403(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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...