Compliance | April 23rd, 2021 Congressman Again Pushes for Expanding Investment Options in 403(b)s A lack of access to the same investment types allowed in other DC plans means 403(b) plan participants are missing...
Ask the Experts | April 20th, 2021 Sponsor Offers a 403(b), 401(k) and 457(b): Can an Employee Contribute to All Three? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 9th, 2021 Lifetime Income Illustrations for 403(b) Plans With Annuities Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions | March 3rd, 2021 SECURE Act 2.0 Could Be a Game Changer for Retirement Planning Syed Nishat, with Wall Street Alliance Group, discusses anticipated changes from retirement plan legislation introduced at the end of last...
Ask the Experts | February 23rd, 2021 Can Beneficiaries Elect Timing of Payments From Inherited 403(b) Assets? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | February 11th, 2021 Washington Watchers See Good Prospects for Further Retirement Reforms Among the potential retirement policy solutions that could become law in 2021 is a provision to allow 403(b) plans to...
Products | February 11th, 2021 Equitable Launches Open Architecture Platform for ERISA and Non-ERISA Plans It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors
Ask the Experts | February 9th, 2021 What If a Participant Received a CRD After December 31? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | February 3rd, 2021 Participants in Terminated 403(b) Plan File ERISA Lawsuit The plaintiffs allege the use of actively managed funds and higher-cost share classes caused them to lose millions.
Ask the Experts | February 2nd, 2021 What Are Surrender Fees? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 26th, 2021 Self Employed Ministers’ 403(b) Contributions’ Effect on Compensation Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Data and Research | January 22nd, 2021 403(b) Plan Investment Lineups Have Changed Since regulations were passed in 2007, mutual funds have been embraced more by 403(b) plan sponsors and participants, and mutual...
Ask the Experts | January 12th, 2021 Terminate a Plan or Merge Plans When Organizations Merge? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 5th, 2021 QNEC for a Prior Year and the 415 Limit Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 15th, 2020 Retirement Plan Tax Deductions/Credits for Tax-Exempt Sponsors Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | December 10th, 2020 NAGDCA Expects Movement on Retirement Reform in 2021 Priorities of the National Association of Government Defined Contribution Administrators is in recently introduced legislation, including allowing 403(b) plans to...
Ask the Experts | December 1st, 2020 Deadline to Amend Plan for CARES Act Loan Provision Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 24th, 2020 Terminating a 403(b) and Starting a 401(k) “I work with an Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor that has a 403(b) plan in which...
Compliance | November 23rd, 2020 IRS Publishes 2020 Required Amendments List There are no changes in requirements that generally require an amendment, but there are two changes that may require one.
Ask the Experts | November 17th, 2020 Rules for Bringing Back Laid Off or Furloughed Employees Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.