Should Plans Add In-Plan Roth Conversions Before Roth Catch-ups Begin in 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts
When Do Providers Need to Be Ready for Mandatory Roth Catch-Up Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What are the Deadlines for Spending Plan Forfeitures?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
May Participants Roll Loans From One 403(b) Plan to Another?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do 403(b) Plans Treat Loans When a Participant Requests a Distribution?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can A Plan Keep Its Cashout Limit at $5,000?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Employer Contributions Be Made as Catch-Ups in 457(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What is a Base Plan Document for Preapproved 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Employers Contribute to 457(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can 403(b) Plans Permit Distributions for Long-Term Care Premiums?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Participants Take Penalty-Free Distributions in the Year They Turn 59½?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Should 403(b) Plans Calculate Employer Contributions for Former Employees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Must a New 403(b) Plan Have Automatic Enrollment?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does the DOL’s New Self-Correction Option Require a Participant Notice?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Should 403(b) Sponsors Expect to Add New Asset Classes Soon?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Organizations Can Use 403(b)(9) Retirement Income Accounts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Participants Opt Out of Employee Mandatory Contributions to a 401(a) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can 403(b) Plan Sponsors Join a MEP or a PEP?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can 403(b) Plan Annuities Be Mapped to Replacement Funds?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Is the IRS’ Self-Correction Program Available to Governmental Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.