Administration | March 16th, 2020 Next Steps for 403(b) Plan Sponsors Now that plan documents will be cleaned up, 403(b) plan sponsors can focus on strategic tasks such as plan design...
Compliance | March 13th, 2020 Bill Introduced to Allow CITs in 403(b)s Vanguard estimates the cost savings to 403(b) participants in plans that offer CITs could amount to as much as $250...
Products | March 12th, 2020 Steidle Pension Solutions Launches Payroll Integration Service The service will reduce administrative burdens for 401(k) and 403(b) plan sponsors.
Ask the Experts | March 10th, 2020 Does SECURE Act’s Inclusion of Part-Time Employees Provision Apply to 403(b)s? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 3rd, 2020 Who Is Immediately Vested Upon Plan Termination? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Administration | February 19th, 2020 New Models Continue to Be Introduced for 403(b) Plans K-12 and university 403(b) plan sponsors have turned to multiemployer plan solutions—the latest of which is launching in Indiana.
Administration | February 14th, 2020 Why Nonprofits May Prefer a 403(b) Plan Over a 401(k) It often comes down to nondiscrimination testing.
Data and Research | February 12th, 2020 403(b) Plans Get Lifetime Income, Help With Education Expenses Right The PLANSPONSOR 2019 DC Survey suggests 403(b) plan sponsors, more so than DC plan sponsors overall, are stepping up to...
Products | January 23rd, 2020 ERISApedia.com Offers Benchmark Reporting for 403(b)s Professionals operating in the health care and higher education markets will find this feature particularly useful, the firm says.
Compliance | January 15th, 2020 Broker/Dealer Rep Accused of Misleading 403(b) Plan Participants The Delaware Attorney General’s Investor Protection Unit says the representative took advantage of 403(b) participants who were confused about the...
Ask the Experts | January 14th, 2020 Is Treatment of Roth Excess Deferrals the Same as That for Pre-Tax? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Data and Research | January 13th, 2020 Health Care Organizations Focused on Improving Retirement Plan Participant Savings Implementing lessons learned from behavioral finance and measuring plan success by participant retirement readiness can help, according to Brodie Wood,...
Ask the Experts | January 7th, 2020 Deadline for Plan Amendments After Remedial Amendment Period Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | January 3rd, 2020 403(b) Litigation Offers Instruction for Plan Sponsors 403(b) plan sponsors should be aware of how their plan investments and fees stack up and of their fiduciary responsibilities,...
Ask the Experts | December 31st, 2019 Effect of Churches Accidentally Filing Form 5500 Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | December 19th, 2019 UPenn Seeks Supreme Court Voice in University Retirement Plan Lawsuits The university says the high court should re-establish the pleading standard it previously set, as well as issue a decision...
Compliance | December 12th, 2019 Plan Amendments After the 403(b) Remedial Amendment Period Non-governmental 403(b) plans, for the first time, have a deadline for adopting plan amendments going forward.
Ask the Experts | December 3rd, 2019 Improving Readability of Participant Fee Disclosures Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 26th, 2019 Rolling a Roth IRA Into a 403(b) Plan Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | November 22nd, 2019 403(b) Plan Fiduciaries Ordered to Restore Assets to Plan A mental health services provider, with its tax-exempt status revoked, was sued by the DOL for failing to remit employee...