Ask the Experts | March 26th, 2019 (b)lines Ask the Experts – Timing for Coverage and General Nondiscrimination Testing Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | March 19th, 2019 (b)lines Ask the Experts – Can a Church Terminate a SIMPLE IRA and Establish a 403(b) in... Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Products | March 18th, 2019 ERISApedia Announces Availability of 403(b) Plan eSource The new publication is authored by industry expert S. Derrin Watson, J.D.
Compliance | March 13th, 2019 Parties in Brown University 403(b) Suit Agree to Settle The settlement agreement calls for a $3.5 million payment from Brown, as well as non-monetary relief.
Participants | March 5th, 2019 Participants Say They Have the Knowledge, but Do They Use It? The majority of retirement plan participants surveyed said they have knowledge about their retirement plan and fees, but while the...
Compliance | February 27th, 2019 Parties in Vanderbilt University 403(b) Suit Have Reached a Settlement A federal district court judge has granted the parties' request to set a deadline of April 22, for the filing...
Compliance | February 26th, 2019 IRS Requests Comments on Information Collection for 403(b) Plan Auto Enrollment Among other things, comments are invited on ways to minimize the burden of the collection of information on respondents, including...
Ask the Experts | February 26th, 2019 (b)lines Ask the Experts – Can 403(b) Assets Be Transferred Into a New 401(k) Plan? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | February 12th, 2019 (b)lines Ask the Experts – Difference Between Investment in Annuity and Annuity Distribution Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | February 5th, 2019 (b)lines Ask the Experts – Who Is Responsible for Maintaining Beneficiary Designations? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | January 29th, 2019 (b)lines Ask the Experts – Do ERISA Cutback Provisions Apply to 403(b)s? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Compliance | January 24th, 2019 University of Rochester Excessive Fee Suit Voluntarily Dismissed According to the complaint, TIAA has been able to extract “grossly excessive fees” because its fees are tethered not to...
Compliance | January 17th, 2019 Details Available About Duke University 403(b) Lawsuits Settlement The settlement agreement calls for a gross monetary payment of $10.65 million to a settlement fund and other non-monetary actions...
Products | January 17th, 2019 ICMA-RC Now a Public-Sector 403(b) Plan Provider The firm will offer open architecture and a comprehensive selection of investments with lower fees and expense ratios to 403(b)...
Administration | January 8th, 2019 403(b) Plans Improving Governance Practices Even among 403(b) plans not governed by ERISA, PLANSPONSOR DC Survey results show improvement in certain governance practices.
Ask the Experts | January 8th, 2019 (b)lines Ask the Experts – Relief for Excluding Employees From 403(b) Plans Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Benefits | December 26th, 2018 403(b) Plan Sponsors Offer Education About a Variety of Financial Wellness Topics The 2018 PLANSPONSOR Defined Contribution Survey also found 403(b) plan sponsors, to a higher degree than respondents overall, offer college...
Ask the Experts | December 18th, 2018 (b)lines Ask the Experts – What Is a Retirement Income Account? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Administration | December 17th, 2018 Yale Changes 403(b) Plan Investment Options A university spokesperson told Yale News that the changes to the retirement plan were not in response to ongoing litigation.
Administration | December 12th, 2018 Financial Professionals Improve Retirement Results for K-12 Educators The median account balance for K-12 educators surveyed who work with a financial professional is $40,000 versus $21,000 for those...