Compliance | May 24th, 2023 Congressional Leaders Tell Treasury to Expect SECURE 2.0 Technical Corrections The letter did not outline a timeline but identified four technical errors and ambiguities to be fixed.
Ask the Experts | October 25th, 2022 How Would A Change in RMD Rules for 403(b) Plans Apply to Participants With Multiple Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Administration | August 2nd, 2022 IRS Updates Life Expectancy Tables for Retirees The tax and spending watchdog has changed the defined contribution account withdrawal rules for retirement plan participants.
Ask the Experts | July 12th, 2022 When Do RMDs Have to Start and What Is Maximum Normal Retirement Age? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | April 25th, 2022 Some New RMD Rules Creating Confusion for Participants and Beneficiaries Retirement plan sponsors cannot give advice, but they’ll likely get questions about distributions from inherited accounts.
Compliance | December 11th, 2020 Retirement Plan Experts Applaud Raising RMD They say it will give retirement plan participants a longer window in which to increase their savings, tax deferred.