What Aspects of ERISA Fiduciary Duty Can Plan Sponsors Outsource?
Experts answer questions regarding plan sponsor fiduciary duties for health benefits.
Voices
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.
Can A Roth IRA Account be Rolled Over Into a 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Does the Proposed New Rule on Paper Statements Require?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can Readers Submit Questions to Ask the Experts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
To What Does the DOL’s Proposed Framework for Plan Investment Fiduciaries Apply?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
DOL ERISA Enforcement: 10 Areas of Current Focus
The best defense against any Department of Labor review is a robust, ongoing compliance program that addresses known areas of department concern before a review begins, writes a...
How Can a Top-Hat 457(b) Sponsor Confirm Having Filed its Plan Statement?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
AI and the Labor Shortage Economy
Benefits are a front-line attraction and retention tool—and plan sponsors overseeing retirement and health plans should expect changes across the board.
Are There PEPs for Employers Offering 403(b) Retirement Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
401(k) Savers Deserve Better Than Washington’s Ping-Pong
Why the focus should be on the best ways both to protect job-based retirement and health benefits and to provide practical guidance.
How Can Employers Operating in Multiple States Ensure Compliance with State Mandates?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.