Tag: retirement plan rollovers

Capitalize says its platform supports employers by helping them lower fees paid to administer their 401(k) plans and by freeing...

The Tax Cuts and Jobs Act provided for an extension of the period a retirement plan participant has to roll...

The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of...

While participants will be affected more than sponsors, sources say it is a best practice for sponsors to know when...

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

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

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

Forty-two percent of those between the ages of 35 and 65 who left a job where they had money in...

Alight Solutions also found improved savings behaviors in its 2019 Universe Benchmarks report. 

Not rolling defined contribution (DC) plan assets into an IRA or another DC plan has a very material impact on...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.

New integrations make filling out Form 1099s and rollovers to individual retirement accounts (IRAs) automatic.

The modifications take into consideration changes related to qualified plan loan offsets and other statutory changes.

“Is a custodial account 403(b) plan under IRC 403(b)(7) an “eligible retirement plan” for purposes of the direct rollover rules?...