403(b) Account Rollover for Non-Spouse Beneficiary
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: retirement plan rollovers
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Vanguard to Offer Auto-Portability Solution to 401(k) Plan Clients
The firm is partnering with Retirement Clearinghouse to help plan sponsors simplify small-balance 401(k) rollovers.
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New Firm Ready to Launch 401(k) Account Search and Rollover Solution
Capitalize says its platform supports employers by helping them lower fees paid to administer their 401(k) plans and by freeing...
IRS Issues NPRM for Qualified Plan Loan Offset Amounts
The Tax Cuts and Jobs Act provided for an extension of the period a retirement plan participant has to roll...
IRS Updates Model Rollover Notices to Reflect SECURE Act Changes
The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of...
How the SEC’s Reg BI Will Affect Retirement Plan Sponsors and Participants
While participants will be affected more than sponsors, sources say it is a best practice for sponsors to know when...
Rolling a Roth IRA Into a 403(b) Plan
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.
(b)lines Ask the Experts – Can a 401(a) Plan Account be Rolled Into a 403(b) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
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...
Many Terminated Participants Keeping Retirement Plan Balances Invested
Alight Solutions also found improved savings behaviors in its 2019 Universe Benchmarks report.
Rolling Over Retirement Assets Creates Greater Retirement Income Adequacy
Not rolling defined contribution (DC) plan assets into an IRA or another DC plan has a very material impact on...
(b)lines Ask the Experts – Rolling 403(b) Funds Back to a Prior 403(b)
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
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Wolters Kluwer Makes Retirement Plan Distribution Processes Easier
New integrations make filling out Form 1099s and rollovers to individual retirement accounts (IRAs) automatic.
IRS Modifies Safe Harbor Explanations for Rollovers
The modifications take into consideration changes related to qualified plan loan offsets and other statutory changes.
(b)lines Ask the Experts – Direct Rollovers for 403(b) Plans Funded by 403(b)(7) Custodial Accounts
“Is a custodial account 403(b) plan under IRC 403(b)(7) an “eligible retirement plan” for purposes of the direct rollover rules?...