Administration | February 1st, 2024 Maintaining Successful Committee Requires Continuous Education, Right People A retirement plan committee should include a diverse range of individuals, as well as frequent fiduciary training and education, experts...
Ask the Experts | August 29th, 2023 What Are the Differences Between Plan-to-Plan Transfers and Rollovers? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 11th, 2023 Does the SECURE 2.0 Student Loan Provision Require a Matching Contribution? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 10th, 2023 Does SECURE 2.0 Require Immediate Action by 403(b) Plan Sponsors? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 20th, 2022 What Are The Maximum Deferral Limits When Both A 403(b) and 457(b) Plan Are In Place? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 1st, 2022 What Are the Limits on a 457(f) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 4th, 2022 When Can an Employee in a 457(b) Plan Use A Three-Year Catch-Up Election? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 13th, 2022 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.
Ask the Experts | July 12th, 2022 When Do RMDs Have to Start and What Is Maximum Normal Retirement Age? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | June 28th, 2022 Are There Restrictions on 457(b) Plan Investments? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Deals and People | June 9th, 2022 2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced Awards were given in nine categories representing various plan types and sizes.
Ask the Experts | May 17th, 2022 Maximum Loan Amount Across Multiple Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 22nd, 2022 Vesting Schedule Considerations for Eligible 457(b) Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | February 8th, 2022 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.
Products | January 19th, 2022 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...
Ask the Experts | January 4th, 2022 Additional Deferral Opportunities When 403(b) Isn’t Allowed Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 20th, 2021 Compensation Limit for 457(b) Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 5th, 2021 Maximum Deferrals to Both a 403(b) and 457(b) Plan Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 31st, 2021 Why Does a 457(b) Plan Not Need Fidelity Bond Coverage? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 27th, 2021 Did the In-Service Distribution Age Change for 457(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.