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.
Tag: 403(b) plans
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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.
Maximum Deferrals to Both a 403(b) and 457(b) Plan
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.
IRS Updates Issue Snapshot Regarding 403(b) Universal Availability Requirements
The agency highlights a common error in applying the requirements and makes self-audit suggestions.
Court Revives Part of NYU ERISA Suit
An appellate court found the district court erred in dismissing claims related to the use of higher-cost share classes and...
Allowing Roth Conversions for All Vested Amounts
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Plan Allow In-Service Distributions for Only Rehired Retirees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can ERISA Accounts Be Used to Pay for Fiduciary Liability Insurance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Minister Contribute to Both a 401(k) and 403(b)?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Questions About Excluding Some Deferrals From Matching Contributions
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Is Past Service Counted for Eligibility for Previous Student Employees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.