Terminate a Plan or Merge Plans When Organizations Merge?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
QNEC for a Prior Year and the 415 Limit
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
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Ameritas Offers GPS Platform, 403(b) Program
The firm says the aim with each is to help participants reach their financial goals.
Retirement Plan Tax Deductions/Credits for Tax-Exempt Sponsors
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
NAGDCA Expects Movement on Retirement Reform in 2021
Priorities of the National Association of Government Defined Contribution Administrators is in recently introduced legislation, including allowing 403(b) plans to...
Deadline to Amend Plan for CARES Act Loan Provision
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Terminating a 403(b) and Starting a 401(k)
“I work with an Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor that has a 403(b) plan in which...
IRS Publishes 2020 Required Amendments List
There are no changes in requirements that generally require an amendment, but there are two changes that may require one.
Rules for Bringing Back Laid Off or Furloughed Employees
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Bill Would Fill Gaps in Previous Retirement Legislation
The SAVE Act would allow 403(b) plan sponsors to join open MEPs and incentivize the creation of ESOPs, among other...
What Types of Situations Does a ‘Mistake of Fact’ Plan Document Provision Cover?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Do Income Limits Apply When Making Roth Contributions to a 403(b)?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Can a 403(b) Be Added for HCE Deferrals to Help Pass Testing?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Cornell Agrees to Pay $225,000 to Settle Suit Regarding 403(b) Plan
The settlement is limited to the single claim that survived summary judgment, related to the share class of the TIAA-CREF...
Parties in Cornell 403(b) Excessive Fee Suit Announce Settlement
There was only one claim left in the lawsuit that was scheduled for trial to begin on September 29.
Relief for Distributing Summary Plan Descriptions
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Sutter Health Faces Second Lawsuit Challenging Use of Actively Managed TDFs
The most recent lawsuit says the actively managed suite’s risk has been amplified during the COVID-19 pandemic.
Can Nonresident Aliens Be Excluded From Deferring in 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
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Security Benefit Introduces Mobile App for Retirement Plan Participants
The firm says it is trying to bring the services and technological conveniences typically offered to large plans to the...
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Are Employer-Sponsored DC Plans the Best Retirement Savings Vehicles?
The coronavirus pandemic and other factors have called into question the value of DC plans, but experts say they’re still...