Is Auto Enrollment Required in a 401(k) Replacing a Terminated 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Voices
Are Mandatory Contributions Subject to the Section 415 Additions Limit?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Should My Cycle 2 Preapproved 403(b) Restatement Also Include SECURE 2.0 Amendments?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
The Guaranteed Lifetime Income Gap: Access Must Catch Up to Demand
According to the vice president of research at the DCIIA Retirement Research Center, interest has reached a tipping point.
Can an ERISA 403(b) Plan Eliminate Hardship Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a 403(b) Plan Participant Contribute a 15-year Catch-Up and an Age-50 Catch-Up?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
The Landscape Around CITs Has Changed. It’s Time for Workers in 403(b) Plans to Benefit.
Changes in plan design, coupled with regulatory improvements and market evolution, mean concerns about collective investment trusts should no longer keep them from 403(b) plans.
Has the Restatement Deadline for 403(b) Preapproved Plan Documents Been Extended?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Trump Account Be Included in a Retirement Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can a 403(b) Sponsor Get an Extension of its Form 5500 Filing Deadline?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Aspects of ERISA Fiduciary Duty Can Plan Sponsors Outsource?
Experts answer questions regarding plan sponsor fiduciary duties for health benefits.
Opinions |
Beyond the Obligation: Transforming Retirement Spend Into Enterprise Value
Are retirement dollars spent enhancing enterprise value or merely funding obligations?
Can 403(b) Sponsors Rely On SECURE 2.0’s Unenrolled Participant Notice Provision?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Could an Unknown Recordkeeper Be Holding a Former Participant’s 403(b) Assets?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Which Optional Distributions Can Rely on Participant Self Certification?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
The Long Run: America’s Retirement Marathon and the Road Ahead
Ongoing improvements in plan design and access are the kind of long-term solutions that will continue to strengthen the defined contribution retirement system.
Does ERISA Require a 403(b) Plan to Have a Committee Charter?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
The Infrastructure Question Behind Investing in Private Assets in Retirement Plans
Why they matter and what the retirement system actually needs to support their inclusion.
Where Can Roth 403(b), 401(k) 457(b) Account Assets be Rolled Over?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
5 Questions You Should Ask About Private Assets
What to know when private assets become part of the investment strategy.