Is There a Small-Balance Cashout Provision for Active 457(b) Plan Participants?
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Are 403(b) Deferrals Subject to State or Local Taxes?
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What Electronic Documents Can a Participant Request on Paper?
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Will 403(b) Plans Have to Allow for Saver’s Match Contributions in 2027?
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Is Auto Enrollment Required in a 401(k) Replacing a Terminated 403(b) Plan?
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Are Mandatory Contributions Subject to the Section 415 Additions Limit?
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Should My Cycle 2 Preapproved 403(b) Restatement Also Include SECURE 2.0 Amendments?
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Can an ERISA 403(b) Plan Eliminate Hardship Distributions?
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Can a 403(b) Plan Participant Contribute a 15-year Catch-Up and an Age-50 Catch-Up?
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Has the Restatement Deadline for 403(b) Preapproved Plan Documents Been Extended?
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Can a Trump Account Be Included in a Retirement Plan?
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How Can a 403(b) Sponsor Get an Extension of its Form 5500 Filing Deadline?
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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?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.