IRS Issues 2024 Required Amendment List for Qualified and 403(b) Plans
Plan sponsors of qualified plans and 403(b) plans may need to make plan amendments to comply with tax law.
Tag: 403(b) plans
CIT Provider, Attorney Reps Press for 403(b) Access to CITs
Great Gray trust and two law firms have sent letters to U.S. Senators pressing for them to pass a bill...
What Are the Restatement Deadlines for Preapproved Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Advocacy Groups Urge Senate Banking Committee to Reject CITs in 403(b)s
Six investor advocacy groups wrote that allowing 403(b) plans to invest in collective investment trusts would put the ‘most vulnerable’...
What Are the 2025 Maximum Deferral Limits When 403(b), 457(b) Plans Are Present?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Plan Sponsors May Be Paying Too Much in DC Plan Fees
Some 80% of companies were spending more than efficient pricing for 401(k) and 403(b) plans, Abernathy Daley 401k Consultants survey...
Which Long-Term, Part-Time Employees Can Be Excluded From a 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Are Deadlines for 403(b) Plan Employer Contributions Set?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do New Long-Term, Part-Time Rules Apply to Student Employees in 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What are the IRS Deadlines for 403(b) Plan Restatement and Amendment?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Regulators Clarify Part-Time Eligibility Rules for ERISA 403(b) Plans
The guidance provides additional clarity on which part-time employees can be excluded from contributing to a plan.
When Is the Next Restatement Deadline for Preapproved 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations
Unfunded Spending Spikes Affect Public, Private Employees Alike
Data from public sector employee households were remarkably similar to 2023 information covering the private sector.
Senate Banking Committee Members Introduce Bill to Allow CITs in 403(b) Plans
The bill is part of a push by retirement industry leaders to allow 403(b) plans to invest using the cheaper...
Can Self-Certification be Used for Unforeseeable Emergency Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Plan Sponsor Waive Account Fees for Small Accounts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Does SECURE 2.0’s Mid-Year Termination of SIMPLE IRAs Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Bill to Allow CITs in 403(b) Plans Introduced in Senate
The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8.
How Do 402(g) Limit Calculations Work in Non-Calendar-Year Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Should Readers Submit Questions to Ask the Experts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.