Ask the Experts | June 30th, 2026 Can 403(b) Sponsors Rely On SECURE 2.0’s Unenrolled Participant Notice Provision? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Products | June 30th, 2026 Ascensus Launches National 403(b) PEP for Nonprofits Arpio Inc. will provide independent investment fiduciary oversight.
Ask the Experts | June 9th, 2026 Does ERISA Require a 403(b) Plan to Have a Committee Charter? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 19th, 2026 What Does the Proposed New Rule on Paper Statements Require? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 12th, 2026 How Can 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 21st, 2026 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.
Ask the Experts | April 7th, 2026 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.
Ask the Experts | March 31st, 2026 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.
Ask the Experts | March 24th, 2026 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.
Ask the Experts | March 17th, 2026 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.
Ask the Experts | March 10th, 2026 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.
Ask the Experts | March 3rd, 2026 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.
Ask the Experts | February 24th, 2026 What is Required When Executing a Salary-Reduction Agreement? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 27th, 2026 How Can 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 | January 6th, 2026 How Many Catch-Up Elections Are There in 2026? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 11th, 2025 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.
Ask the Experts | October 28th, 2025 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.
Ask the Experts | October 21st, 2025 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.
Ask the Experts | October 7th, 2025 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.
Ask the Experts | September 16th, 2025 What are the Deadlines for Spending Plan Forfeitures? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.