Ask the Experts | July 9th, 2019 (b)lines Ask the Experts – Raising the Loan Limit Above $1,000 Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | July 2nd, 2019 (b)lines Ask the Experts – Must a Nonelecting Church Plan Require Spousal Consent? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | June 25th, 2019 (b)lines Ask the Experts – Is a 1099-R Issued for 403(b) Plan-to-Plan Transfers? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | June 18th, 2019 (b)lines Ask the Experts – Vesting Upon a 403(b) Plan’s Discontinuance of Contributions Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | June 11th, 2019 (b)lines Ask the Experts – Must 403(b)s Adopt a Pre-Approved Plan Document? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | June 4th, 2019 (b)lines Ask the Experts – Rolling 403(b) Funds Back to a Prior 403(b) Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Compliance | May 31st, 2019 403(b) Participants Denied Second Attempt to Sue Georgetown University A federal court judge found that participants in two retirement plans sponsored by Georgetown University filed their motion for leave...
Products | May 30th, 2019 AXA Files for Annuity Exchange Offer The offer is being made to participants in a small number of plans in which the plan sponsor has decided...
Ask the Experts | May 21st, 2019 (b)lines Ask the Experts – Effect of Overtime Rules on Plan Administration Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Compliance | May 16th, 2019 403(b) Plans Should Get Ready for IRS Initiatives The agency has indicated it will launch audit initiatives regarding 403(b) plan compliance this summer; the remedial amendment period and...
Ask the Experts | May 14th, 2019 (b)lines Ask the Experts – What Is an Equity Indexed Annuity? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | May 7th, 2019 (b)lines Ask the Experts – Early Distribution Penalties for Pre-Tax and Roth Accounts Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Compliance | May 6th, 2019 Appellate Court Revives UPenn 403(b) Lawsuit However, in a dissenting opinion, Senior Judge Jane Richards Roth says cases such as this one should be carefully scrutinized...
Products | May 2nd, 2019 FPS Group Offers Individualized Advice to 403(b) and 457(b) Plan Participants AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space, and one...
Ask the Experts | April 30th, 2019 (b)lines Ask the Experts – Grandfathered Life Insurance Contracts in 403(b) Plans Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Compliance | April 23rd, 2019 Settlement Details Provided in Vanderbilt 403(b) Plan Lawsuit Aside from monetary relief, the settlement calls for Vanderbilt to issue a request for proposals (RFP) for a new recordkeeper...
Ask the Experts | April 23rd, 2019 (b)lines Ask the Experts – Vesting Rules for Governmental and Church Plans Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | April 16th, 2019 (b)lines Ask the Experts – Employer Contribution Calculation When Moving from Union to Non-Union 403(b) Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | April 9th, 2019 (b)lines Ask the Experts – What Is a 403(c) Contract Within a 403(b) Plan? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Investing | April 1st, 2019 Lessons From 403(b)s When It Comes to LDI in DC Plans The analog of defined benefit liability-driven investing on the defined contribution plan side is the discussion of in-plan guaranteed retirement...