2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced
Awards were given in nine categories representing various plan types and sizes.
Tag: 403(b) plans
Markup Scheduled for RISE & SHINE Act
Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which...
Should a Rehired Employee Be Allowed to Withdraw a Prior Account Balance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Target-Date Funds Helped Savers Weather Q1 Volatility
Retirement plan participants are staying on track, not changing allocations, in the face of market volatility.
Maximum Loan Amount Across Multiple Plans
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Frequency of Receiving Provider Fee Disclosures
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are Distributions From a 403(b) Subject to the WEP Provision?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Will New Audit Standards Mean for ERISA Plan Sponsors?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
IRS Publishes Additional 403(b) Plan Document Guidance
An information package contains a listing of required modifications and sample language for nearly any provision a plan might include.
Receipt of a Power of Attorney for a Plan Participant
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
$7.5M Settlement Struck in Washington University ERISA Suit
The settlement agreement also spells out a variety of non-monetary requirements, including a new fiduciary training regimen for members of...
Study Finds Wide Range in 403(b) Plan Fees
Non-ERISA plan sponsors told the GAO they did not have information needed to help them monitor fees.
Proposed RMD Rules for 403(b)s Could Mean Big Changes
A change to how required minimum distributions are taken from 403(b) contracts might call for changing recordkeeping systems and dusting...
403(b) Plan Design Continues to Evolve
Investment lineups have also changed, and fees have gone down.
Is a Plan Administrator Required for ERISA and non-ERISA Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Excluding Employees From Mandatory and Employer 403(b) Contributions
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Maximum Deferral When a 401(a), 403(b) and 457(b) Are Offered
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Public Sector 403(b) Plans Have a Participation Problem
Nonetheless, there are ways governments can create more engaged employees and encourage workers to join defined contribution plan programs.
IRS Issues 2022 Cumulative List for 403(b) Plans
It identifies changes in the requirements of Section 403(b) of the Internal Revenue Code that the agency will take into...
Case by Participants in Terminated 403(b) Allowed to Proceed
In denying a motion to dismiss, a federal judge said he had been waiting on the Supreme Court’s ruling in...