Ask the Experts | January 17th, 2023 Should We Continue to Refer to Our 403(b) Plan by an Outdated Name? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Deals and People | January 15th, 2023 BlackRock Invests in Fintech 401(k) Provider Human Interest Human Interest CEO says minority stake from BlackRock will help hiring in areas including product, engineering, and customer acquisition.
Ask the Experts | September 27th, 2022 Does a Plan’s Name Have to Change When a Plan Sponsor’s Name Changes? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 13th, 2022 How Do You Determine Catch-Up Contributions in a 457(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Investing | August 24th, 2022 Retirement Plans Outperformed the S&P 500 During a Volatile Second Quarter 401(k) savings rates remained near record levels.
Administration | June 29th, 2022 Health Care Plan Sponsors Shorten Vesting Periods to Attract Talent An overarching trend for health care organizations is a focus on attracting and retaining talent with retirement plan design changes.
Compliance | June 7th, 2022 Markup Scheduled for RISE & SHINE Act Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which...
Data and Research | May 19th, 2022 Target-Date Funds Helped Savers Weather Q1 Volatility Retirement plan participants are staying on track, not changing allocations, in the face of market volatility.
Compliance | April 18th, 2022 $7.5M Settlement Struck in Washington University ERISA Suit The settlement agreement also spells out a variety of non-monetary requirements, including a new fiduciary training regimen for members of...
Products | January 19th, 2022 Verity Launches Retirement Plan Governance Platform The new platform for 403(b) and 457(b) retirement plans is targeted to address challenges in tax-exempt and governmental employer retirement...
Ask the Experts | January 11th, 2022 Disadvantages to Allowing Loan Repayment or Initiation After Termination Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 7th, 2021 Can Employees of Tax-Exempts in Puerto Rico Participate in 403(b)s? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 23rd, 2021 Difference Between Annuities and Mutual Funds Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 16th, 2021 Limiting Compensation for Elective Deferral Purposes Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | November 11th, 2021 Mercy Health Agrees to Settle Suit Filed on Behalf of Three Retirement Plans In addition to a $3.9 million payment, the fiduciaries will retain an independent consultant to review investments and fees.
Ask the Experts | November 9th, 2021 Small Balance Cashouts When Annuity Contracts Don’t Allow Them Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Data and Research | November 4th, 2021 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.
Products | November 3rd, 2021 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...
Ask the Experts | November 2nd, 2021 Excluding Part-Time Employees From Employer Contributions Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 12th, 2021 403(b) Account Rollover for Non-Spouse Beneficiary Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.