Ask the Experts | May 2nd, 2023 Can A Church 403(b) Plan Require Employees to Use Roth Catch-Ups? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | May 1st, 2023 Senator Ben Cardin Will Not Seek Re-Election in 2024 Maryland’s Cardin was one of the key architects of and proponents of retirement reform on the Hill, including and especially...
Products | April 27th, 2023 Investment Product and Service Launches Nationwide adds in-plan guarantee for managed accounts; Alto announces capital-raising platform to tap IRA Funds; and more.
Administration | April 19th, 2023 Plan Sponsors Have Lots to Prep for SECURE 2.0 Compliance Whether legislated changes take effect now or down the road, communication with recordkeepers and participants will be crucial.
Benefits | April 18th, 2023 Employees Favor SECURE 2.0 Mandates, Larger Matches Plan sponsors may bolster retirement plan engagement and contributions with SECURE 2.0 enhancements, a Natixis survey shows.
Ask the Experts | April 18th, 2023 Can a Mega Backdoor Roth Conversion Happen In-Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 11th, 2023 Does the SECURE 2.0 Student Loan Provision Require a Matching Contribution? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 4th, 2023 Are Tax-Exempt Employers Eligible for Secure 2.0 Credits for Starting a Retirement Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | April 3rd, 2023 How Plan Sponsors Can Offer Backdoor Roth Conversions Is a strategy that allows high-earners to roll over some of their retirement money into a Roth account worth the...
Benefits | March 31st, 2023 Where SECURE 2.0 Comes Up Short The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.
Compliance | March 24th, 2023 SECURE 2.0 Makes 529s an Appealing Financial Wellness Option Offering a 529 plan benefit can appeal to a multigenerational workforce and may be easier to implement than a student...
Ask the Experts | March 21st, 2023 Can Mandatory Contributions to a 401(a) Plan Be Designated as Roth? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | March 19th, 2023 SECURE 2.0 Enables Improvements to Overall Financial Wellness From offsetting college debt payments to emergency savings, SECURE 2.0 has the potential to help participants beyond just retirement savings.
Benefits | March 16th, 2023 DB Summit: Alternative DB Plan Designs Experts explained the advantages of cash balance DB plans and variable plans that offer a set payday without losing the...
Ask the Experts | March 14th, 2023 What Does SECURE 2.0 Say About Participants Replenishing an Emergency Savings Account? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | March 8th, 2023 What the Potential Shutdown of Biden’s Loan Forgiveness Plan Could Mean for Plan Sponsors Student loan repayment will likely resume later this year, providing even more reason for plan sponsors to offer student debt...
Ask the Experts | March 7th, 2023 Are CITs Now Permitted in 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | March 1st, 2023 Defined Benefit Plans Live On as Older, Wise Neighbors, Where DC Plans Can Borrow Ideas A plan sponsor, academics and pension benefit expert agree that defined benefit plans are largely on the way out, yet...
Benefits | March 1st, 2023 End Of The Road For Defined Benefit Plans? Not Quite While the vast majority of DB plans are frozen, plan sponsors are keeping all options on the table for participants.
Ask the Experts | February 28th, 2023 How Does the SECURE 2.0 Act Affect Qualified Distributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.