Compliance | October 1st, 2021 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...
Ask the Experts | September 28th, 2021 Selecting a Normal Retirement Age in the Plan Document Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | September 24th, 2021 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...
Ask the Experts | September 21st, 2021 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.
Ask the Experts | September 14th, 2021 Crediting Service for Plan Participants Covered Due to Acquisition Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | September 9th, 2021 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...
Ask the Experts | August 31st, 2021 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.
Compliance | August 19th, 2021 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.
Compliance | August 17th, 2021 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...
Ask the Experts | August 17th, 2021 Allowing Roth Conversions for All Vested Amounts Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 10th, 2021 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.
Ask the Experts | August 3rd, 2021 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.
Ask the Experts | July 20th, 2021 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.
Ask the Experts | July 13th, 2021 Questions About Excluding Some Deferrals From Matching Contributions Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | June 22nd, 2021 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.
Ask the Experts | June 15th, 2021 Employee Account Balances Grandfathered for In-Service Distributions Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | June 10th, 2021 Jumbo 403(b) Plan Hit With Excessive Fee Suit Fiduciaries of the Wake Forest University Baptist Medical Center plan are accused of failing to ensure reasonable investment fees and...
Compliance | May 11th, 2021 403(b) Plan Sponsor Sued Over Excessive Fees and Underperforming Investments The lawsuit calls out the use of the active suite of the Fidelity Freedom target-date funds, among other things.
Ask the Experts | May 11th, 2021 Can 403(b) Plan Participants Repay or Initiate Loans After Termination? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | May 7th, 2021 IRS Reminds Tax-Exempts About Deadline to File Form 990 During a previous project, the agency found some organizations didn’t know their tax-exempt status affected their eligibility to sponsor a...