Does Our Plan Fall Under SECURE 2.0’s Automatic Enrollment Requirement?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
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Know Your DC Plans
Tax-exempt, church and governmental employers have a wide range of considerations when picking what retirement plan, or plans, to offer.
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With Limited Resources, Managing 403(b) Plans in Higher Ed Brings Unique Challenges
As higher education plan sponsors often work with small benefits staffs and oversee diverse pools of employees, administering a retirement...
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403(b) Participation Rates Reach Record Highs, but Savings Results ‘Still Not Great’
For 403(b) plan sponsors, automatic enrollment helps employees build retirement security, but participation is only half the task facing many,...
What Organizations Can Sponsor a 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
ERIC Joins Amicus Brief Defending Yale University
The brief was filed to support Yale in the plaintiffs’ 2nd Circuit appeal of a 2023 jury verdict that was...
How Can a Late 403(b) Plan Remittance Be Corrected?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a 457(b) Plan Document Get IRS Approval?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
House Passes Bill Permitting Use of CITs by 403(b) Plans
The Senate now needs to consider the bill that would also expand access to capital for certain businesses.
Measure Allowing CIT Use in 403(b) Plans Advances in the House
The legislation is a first step to allowing the lower-cost investments' use in nonprofits and school retirement plans.
Product and Service Launches
T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s...
How Do Small-Balance Cash-Outs Work Across Multiple Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Motivating Faculty, Staff to Save for Retirement Is Top Concern for Higher Ed Plan Sponsors
Plan sponsors at higher education institutions expressed concerns over their participants’ retirement readiness, but many do not measure the performance...
Can Employer Contributions to 403(b) Custodial Accounts Be Distributed for Hardships?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What if a Plan’s Operating System Does Not Match Age-50 Catch-Up Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Public Sector Workers Value Saving for Retirement, but Struggle With Debt
These workers, many of whom participate in 403(b) plans, are split on whether they are on track to achieve the...
Whatever Happened to CITs in 403(b)s?
It’s still a work in progress, as a legislative proposal makes its way through Congress.
How Does the New Distribution Provision for Terminal Illness Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Stakeholders Ask for Enforcement Delay on Part-Time Eligibility Rules
SECURE 2.0 requires part-timers to be made eligible for elective contributions after two years of service.
2024 PS Webinar: SECURE 2.0 for 403(b) Plans
Speakers review what the wide-ranging retirement law means for higher education, nonprofit, health care and government employers.