How Would A Change in RMD Rules for 403(b) Plans Apply to Participants With Multiple Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
Can a Current Active Participant Transfer Assets From a Frozen Plan To an Active ERISA 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Important Are Proper Termination Dates for Retirement Plan Compliance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Workers Delaying Retirement Has Doubled Since Last Year
For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Does a Plan’s Name Have to Change When a Plan Sponsor’s Name Changes?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Wake Forest University Retirement Plan Lawsuit Will Proceed
The plaintiffs’ claims survive the defendants’ motion to dismiss
What Qualifies as an ‘Immediate and Heavy Financial Need’ Under Hardship Withdrawal Rules?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do You Determine Catch-Up Contributions in a 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do We Treat Rehires in an Auto-Enrolled 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Plans Outperformed the S&P 500 During a Volatile Second Quarter
401(k) savings rates remained near record levels.
What Policies Does Our Plan Need?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Should Each Recordkeeper Use Its Own Plan Document?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Health Care Plan Sponsors Shorten Vesting Periods to Attract Talent
An overarching trend for health care organizations is a focus on attracting and retaining talent with retirement plan design changes.
Are There Restrictions on 457(b) Plan Investments?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
State Bill Would Require Multiple 403(b) Providers
For certain 403(b) plan participants at New Jersey school districts, more choices could facilitate additional retirement strategy personalization, one bill...
2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced
Awards were given in nine categories representing various plan types and sizes.
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.