Tag: retirement plan documents

The tool was launched to streamline retirement plan onboarding and to save users time in the process. 

The IRS is extending deadlines for amending plans for certain provisions of the CARES Act and the Taxpayer Certainty and...

The IRS is extending deadlines for amending plans for certain provisions of the SECURE Act and other legislation.

An information package contains a listing of required modifications and sample language for nearly any provision a plan might include.

It identifies changes in the requirements of Section 403(b) of the Internal Revenue Code that the agency will take into...

The changes in requirements that would necessitate an amendment relate to the special financial assistance (SFA) program for financially troubled...

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

The IRS says it is modifying the procedures for the 403(b) pre-approved plan program to be more similar to those...

The new solution provides a complete valuation, testing and proposal system.

Their offering will enable participants to notarize important retirement plan documents without leaving their home.

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

There are no changes in requirements that generally require an amendment, but there are two changes that may require one.

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

Plan sponsors can opt in to the voluntary provisions.

“These are challenging times, unlike what most of us have ever seen,” says Pentegra President and CEO John Pinto.

Plan sponsors now have until June 30 to update their pre-approved and individually designed 403(b) plan documents.

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.