Ask the Experts | October 4th, 2022 When Can an Employee in a 457(b) Plan Use A Three-Year Catch-Up Election? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 27th, 2022 Does a Plan’s Name Have to Change When a Plan Sponsor’s Name Changes? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 20th, 2022 What Qualifies as an ‘Immediate and Heavy Financial Need’ Under Hardship Withdrawal Rules? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 13th, 2022 How Do You Determine Catch-Up Contributions in a 457(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 30th, 2022 How Do We Treat Rehires in an Auto-Enrolled 403(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 23rd, 2022 What Policies Does Our Plan Need? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 9th, 2022 Can an Alternate Payee Designate a Beneficiary? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 2nd, 2022 Should Each Recordkeeper Use Its Own Plan Document? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | July 26th, 2022 Are Retirement Plan Sponsors Still Required to File Form 8955-SSA? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | July 19th, 2022 Can the Cost of an RFP for Selecting a New Recordkeeper Be Paid From Plan Assets? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | July 12th, 2022 When Do RMDs Have to Start and What Is Maximum Normal Retirement Age? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | June 28th, 2022 Are There Restrictions on 457(b) Plan Investments? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | June 14th, 2022 How Does the Internal Revenue Code Apply to a 457(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | June 7th, 2022 Should a Rehired Employee Be Allowed to Withdraw a Prior Account Balance? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 24th, 2022 At What Rate Should Rehires Be Auto-Enrolled Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 17th, 2022 Maximum Loan Amount Across Multiple Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 10th, 2022 Frequency of Receiving Provider Fee Disclosures Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 3rd, 2022 Are Distributions From a 403(b) Subject to the WEP Provision? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 26th, 2022 What Will New Audit Standards Mean for ERISA Plan Sponsors? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 19th, 2022 Receipt of a Power of Attorney for a Plan Participant Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.