Effect of Churches Accidentally Filing Form 5500
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
UPenn Seeks Supreme Court Voice in University Retirement Plan Lawsuits
The university says the high court should re-establish the pleading standard it previously set, as well as issue a decision...
Plan Amendments After the 403(b) Remedial Amendment Period
Non-governmental 403(b) plans, for the first time, have a deadline for adopting plan amendments going forward.
Improving Readability of Participant Fee Disclosures
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Rolling a Roth IRA Into a 403(b) Plan
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
403(b) Plan Fiduciaries Ordered to Restore Assets to Plan
A mental health services provider, with its tax-exempt status revoked, was sued by the DOL for failing to remit employee...
Could Auto-Enrollment Be a Boost for Government DC Plan Participants?
Aside from the lack of use of auto-enrollment, NAGDCA’s current benchmarking survey found some similarities between government DC plans and...
Ask the Experts – Turning After-Tax Account to Emergency Savings in 403(b) Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
AIG Confirms Investigation of 403(b) Annuity Sales Practices
It has been reported that the SEC is investigating sales and disclosure practices at VALIC, a unit of AIG, including...
Court Recommendation Highlights Difficulty in Consolidating 403(b) Providers
Although a judge said annuity relationships may be “akin to a hostage-type situation,” he still recommended the suit against Columbia...
School Board Broke Contract When It Suspended 403(b) Contributions
Georgia’s Supreme Court found a contract that required the Board to provide a two-year notice before changing plan funding was...
Law Firm Confirms SEC Examination of 403(b) Plan Investment Practices
A client alert says the SEC has sent letters to companies that administer 403(b) and 457 retirement plans asking for...
Allina Health System Reaches Agreement in Lawsuit Regarding Plans’ Investments
The original complaint said a provider was allowed to add any mutual fund it wished, “regardless of whether the funds...
Opinions |
IRS Guidance on Initial and Recurring 403(b) Remedial Amendment Periods
Attorneys with Groom Law Group provide an extensive explanation of the IRS’ new guidance on 403(b) plan remedial amendment periods.
New York Investigating Sales of Annuities to 403(b)s
With New York being an influencer, some say it will prompt other states to do the same.
IRS Establishing Recurring Remedial Amendment Periods for 403(b) Plans
Revenue Procedure 2019-39 also provides a limited extension of the initial remedial amendment period for certain form defects.
ICMA-RC Fighting for CIT Availability for 403(b)s
Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k)...
(b)lines Ask the Experts – Can a 401(a) Plan Account be Rolled Into a 403(b) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – What Is a 403(b) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – What Plan Types Count for Elective Deferral Limits?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.