Data and Research | March 23rd, 2023 Immediate Vesting Is Better for Recruitment Than Cliff Vesting Is for Retention Retirement experts at EBRI webinar cited research showing the dubious value of non-immediate vesting schedules in a competitive labor market.
Administration | July 8th, 2022 Has Vesting Gotten Controversial? Education and communication are key to getting plan sponsors and participants on the same page.
Ask the Experts | March 22nd, 2022 Vesting Schedule Considerations for Eligible 457(b) Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 23rd, 2019 (b)lines Ask the Experts – Vesting Rules for Governmental and Church Plans Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | April 24th, 2018 (b)lines Ask the Experts – Implementing a Vesting Schedule When There Wasn’t One “We currently sponsor an Employee Retirement Income Security Act (ERISA) 403(b) plan where all contributions are 100% vested. However we...
Ask the Experts | March 27th, 2018 (b)lines Ask the Experts – Rules for Vesting Schedules Shorter Than Maximum Permissible “I read your Ask the Experts last year on the maximum permissible vesting schedules for a defined contribution retirement plan....