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.
Tag: 403(b) plans
$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...
What Is a Look-Through Investment Vehicle?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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Verity Launches Retirement Plan Governance Platform
The new platform for 403(b) and 457(b) retirement plans is targeted to address challenges in tax-exempt and governmental employer retirement...
ERISA Litigation Continues in the New Year
In court filings last week, fiduciaries of retirement plans at PPL Corp. and Mass Brigham General were accused of failing...
Disadvantages to Allowing Loan Repayment or Initiation After Termination
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Employees of Tax-Exempts in Puerto Rico Participate in 403(b)s?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Difference Between Annuities and Mutual Funds
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Limiting Compensation for Elective Deferral Purposes
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Mercy Health Agrees to Settle Suit Filed on Behalf of Three Retirement Plans
In addition to a $3.9 million payment, the fiduciaries will retain an independent consultant to review investments and fees.
Small Balance Cashouts When Annuity Contracts Don’t Allow Them
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.