Is There a Small-Balance Cashout Provision for Active 457(b) Plan Participants?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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What Best Practices Are Recommended for Benefits Committee Fiduciaries?
Experts answer questions regarding plan sponsor fiduciary duties for health benefits.
Are 403(b) Deferrals Subject to State or Local Taxes?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Electronic Documents Can a Participant Request on Paper?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Navigating the Current Landscape of GLP-1 Coverage
Attorneys from McDermott Will & Schulte review the costs, benefits and risks for employers to evaluate when deciding how their benefits address these popular medications.
Will 403(b) Plans Have to Allow for Saver’s Match Contributions in 2027?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.
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.