May 7th, 2019
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Data and Research
March 14th, 2019
Over the past decade, overall, there was a higher percentage of withdrawals among people who terminated employment after reaching age 60 than other age groups, Alight Solutions says.
January 29th, 2019
New integrations make filling out Form 1099s and rollovers to individual retirement accounts (IRAs) automatic.
December 4th, 2018
“Certain distributions from our retirement program may only be made in the event to ‘severance from employment.’
October 17th, 2018
Along with other features, the software can automate tasks usually performed manually.
July 26th, 2018
The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have a lot of places to turn for support when learning about this pressing topic.
June 5th, 2018
“Are 415(m) plans subject to the 10% premature distribution penalty for early distributions from a retirement plan?”
February 27th, 2018
“I work as an administrator in my local church—recently hired in this position after working in the same position for another church of the same denomination.
October 9th, 2017
The act, signed into law last week, allows tax-penalty-free withdrawals and larger loan amounts from retirement accounts than current statutory limits.