(b)lines Ask the Experts – Employer Contribution Calculation When Moving from Union to Non-Union 403(b)
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
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(b)lines Ask the Experts – What Is a 403(c) Contract Within a 403(b) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Are Paper Beneficiary Designation Forms Required?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Timing for Coverage and General Nondiscrimination Testing
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Can a Church Terminate a SIMPLE IRA and Establish a 403(b) in...
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Participant Tax Implications of Taking a Hardship Withdrawal
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – What Type of Nonqualified Plan Is Allowed for a Governmental/Municipal Hospital?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Can 403(b) Assets Be Transferred Into a New 401(k) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Difference Between Investment in Annuity and Annuity Distribution
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Who Is Responsible for Maintaining Beneficiary Designations?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Do ERISA Cutback Provisions Apply to 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Elimination of Suspension of Contributions After Hardship Withdrawal
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Relief for Excluding Employees From 403(b) Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – What Is a Retirement Income Account?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Requiring Participants to Take Loans Prior to Hardships
“I understand that under the new proposed hardship regulations a participant will no longer be required to take all available loans from the retirement plans that we sponsor.
(b)lines Ask the Experts – Defining ‘Severance From Employment’ for 403(b) Plan Distributions
“Certain distributions from our retirement program may only be made in the event of ‘severance from employment.’
(b)lines Ask the Experts – New Hardship Rules Regarding Earnings on 403(b) Elective Deferrals
“Don't know if the Experts remember me, but I was the one who posed the question back in March about whether the new hardship distribution rules would allow...
(b)lines Ask the Experts – 403(b) Treatment of Payment to Employee After Retirement
“I work with a plan sponsor at a private high school.
(b)lines Ask the Experts – Suspending Mandatory 403(b) Contributions After a Hardship Withdrawal
“Our plan is a 403(b) plan that has elective deferrals AND a mandatory employee contribution that is a condition of employment and thus is excluded from the 402(g)...
(b)lines Ask the Experts –Limits When Contributing to Both For-Profit and Nonprofit Retirement Plans
“What are the combined limits for someone whose employer has both a nonprofit and affiliated for-profit organization, where the individual works for both and participates in retirement plans...