Do 403(b) Plan Sponsors Have to Recover Small Overcontributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
How Are Small Plan Participant-Counting Rules Changing For 2024 Reporting?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Is Retroactive Pay Included as Compensation for Plan Purposes?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Extension on Catch-Up Contribution Requirement Comes as Relief to Plan Sponsors
The IRS announced last week that plan sponsors have an additional two years to implement the mandatory Roth catch-up provision...
When Can Creditors Make a Claim Against a Retirement Account?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Voya Financial Launches 403(b) PEP
Beginning August 1, Voya will bring what it is calling the very first pooled employer plan to employees of large...
Can Participants Access Annuities if They Are Not Offered by the Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
403(b) Suit Against Wake Forest Health Center Settled for $3.8M
Settlement comes about two years after initial complaint of fiduciary negligence and excessive fees.
IRI Presses White House to Back Further Retirement Policy on Annuities
An insurance advocacy group follows up 2023 legislative plans with a push for policies that increase the use of retirement...
When Can Participants Make Tax-Free Withdrawals of Roth Assets?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Jury Delivers Win To Yale With 403(b) Lawsuit Verdict
A jury decided almost entirely in the university’s favor in the nearly seven-year lawsuit.
Fidelity to Convert More Than $13B of Mutual Funds to ETFs
The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....
PSNC 2023: Addressing In-Plan Annuity Reluctance
Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.
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Vestwell Announces Expansion of MEP and PEP Solutions
In response to SECURE 2.0 permitting more flexibility for multiple and pooled employer plans, Vestwell is expanding its offerings for...
How To Correct Mistaken Elective Deferral Exclusions
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
PSNC 2023: Unique Issues for 403(b) Plan Sponsors
Experts at the PLANSPONSOR National Conference addressed the ebb and flow of employer efforts to align in-plan investments with organizational...
Lawsuit Targets California Medical Center 403(b) Plan
A former employee of Cedars-Sinai Medical Center alleges onerous plan fees and under-performing funds.
Could the 15-Year Catch-Up Election Enable a Pre-Tax Catch-Up Deferral Under SECURE 2.0?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
House Committee Approves Bill Allowing CITs in 403(b) Plans
The proposal would provide the needed changes to securities laws that were missing from SECURE 2.0.
Are Emergency Savings Account Deferrals Subject to Nondiscrimination Testing?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.