Can 403(b) Sponsors Rely On SECURE 2.0’s Unenrolled Participant Notice Provision?
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Could an Unknown Recordkeeper Be Holding a Former Participant’s 403(b) Assets?
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Which Optional Distributions Can Rely on Participant Self Certification?
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Does ERISA Require a 403(b) Plan to Have a Committee Charter?
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Where Can Roth 403(b), 401(k) 457(b) Account Assets be Rolled Over?
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Can A Roth IRA Account be Rolled Over Into a 403(b) Plan?
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What Does the Proposed New Rule on Paper Statements Require?
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How Can Readers Submit Questions to Ask the Experts?
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To What Does the DOL’s Proposed Framework for Plan Investment Fiduciaries Apply?
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How Can a Top-Hat 457(b) Sponsor Confirm Having Filed its Plan Statement?
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Are There PEPs for Employers Offering 403(b) Retirement Plans?
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How Can Employers Operating in Multiple States Ensure Compliance with State Mandates?
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Did SECURE 2.0 Change Match Distribution Rules for 403(b) Plans?
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If a Plan is Terminated Mid-Year, Do Participants Get a Partial-Year Contribution?
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Who is a Participant’s Beneficiary if the Original Beneficiary has Died?
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Are Distributions of Rollovers to a 403(b) Plan Subject to Penalty, if the Rule of 55 Exception...
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How Can a Plan Utilize the Roth In-Plan Rollover Correction Method?
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How Should Plans Calculate Service for 403(b) 15-Year Catch-up Elections?
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What is Required When Executing a Salary-Reduction Agreement?
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How Can a 403(b) Sponsor Correct 415 Limit Excess Deferrals?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.