Distribution Reporting for 457(b) Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Tag: retirement plan distributions
DC Plans Moving to Become Decumulation Vehicles
More plan sponsors have a policy for retaining the assets of terminated and retired participants and more are offering decumlation...
Contributing an RMD to a Charity
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Opinions |
Ask the Experts – Can In-Service Distributions Be Rolled Over?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Rollover Rules Between Different Plan Types
Retirement plan sponsors need to understand IRS rules for rollovers and what they should consider before accepting one.
Undocumented Workers Become a Missing Participant Problem
Nothing in ERISA says an undocumented worker cannot participate in a retirement plan, but making a distribution to one could...
(b)lines Ask the Experts – Difference Between Plan Distribution Withholding and Actual Taxes Paid
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Plan Sponsors Recognizing Need for Decumulation Choices
A new survey from Alight Solutions indicates more employers are expanding distribution options in their DC retirement plans to help...
Participants Need More Education About Distribution Options
Forty-two percent of those between the ages of 35 and 65 who left a job where they had money in...
(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.
(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.
Installment Payments Encourage More Retirees to Keep Assets in DC Plans
Over the past decade, overall, there was a higher percentage of withdrawals among people who terminated employment after reaching age...
Products |
Wolters Kluwer Makes Retirement Plan Distribution Processes Easier
New integrations make filling out Form 1099s and rollovers to individual retirement accounts (IRAs) automatic.
(b)lines Ask the Experts – Defining ‘Severance From Employment’ for 403(b) Plan Distributions
“Certain distributions from our retirement program may only be made in the event of ‘severance from employment.’
Products |
Wolters Kluwer Streamlines Distribution Process with Tracking Software
Along with other features, the software can automate tasks usually performed manually.
Distributions Basics Confuse Sponsors and Participants
The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have...
(b)lines Ask the Experts – Are 415(m) Plans Subject to the Premature Distribution Penalty?
“Are 415(m) plans subject to the 10% premature distribution penalty for early distributions from a retirement plan?”
Distributions When Switching Jobs Within Same Denomination
“I work as an administrator in my local church—recently hired in this position after working in the same position for...
Congress Adds to Relief for Hurricane Victims
The act, signed into law last week, allows tax-penalty-free withdrawals and larger loan amounts from retirement accounts than current statutory...