403(b) Plan Sponsors Have Taken Steps to Prepare for Market Volatility
An analysis from the 2019 BlackRock DC Pulse survey compares investment preferences of 403(b) and 401(k) plan sponsors and also...
Tag: 403(b) plans
(b)lines Ask the Experts – What Types of Contributions Can Be Characterized as Roths?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Why Are Annuities So Prevalent in 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Impact of SEC’s Regulation Best Interest
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Including Rollover Balances for Auto Cashouts
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Proper Delivery Method for SPDs
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Raising the Loan Limit Above $1,000
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Must a Nonelecting Church Plan Require Spousal Consent?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Is a 1099-R Issued for 403(b) Plan-to-Plan Transfers?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Vesting Upon a 403(b) Plan’s Discontinuance of Contributions
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Must 403(b)s Adopt a Pre-Approved Plan Document?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
PSNC 2019: 403(b) Plan Remedial Amendment Period
The last day of the remedial amendment period for 403(b) plans is March 31, 2020. What does the remedial amendment...
(b)lines Ask the Experts – Rolling 403(b) Funds Back to a Prior 403(b)
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
403(b) Participants Denied Second Attempt to Sue Georgetown University
A federal court judge found that participants in two retirement plans sponsored by Georgetown University filed their motion for leave...
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AXA Files for Annuity Exchange Offer
The offer is being made to participants in a small number of plans in which the plan sponsor has decided...
(b)lines Ask the Experts – Effect of Overtime Rules on Plan Administration
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
403(b) Plans Should Get Ready for IRS Initiatives
The agency has indicated it will launch audit initiatives regarding 403(b) plan compliance this summer; the remedial amendment period and...
Communicating Retirement Benefits to Five Generations of Workers
The University of Pittsburgh has found stories from peers resonate well with every employee group.
(b)lines Ask the Experts – What Is an Equity Indexed Annuity?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Early Distribution Penalties for Pre-Tax and Roth Accounts
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.