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?
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Can a Plan Participant Name a Charity as Beneficiary?
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Are There Legislative Efforts Pending That Could Permit CITs in 457(b) Plans?
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How Can Readers Submit Questions to Ask the Experts?
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On What Form Should 457(b) Distributions of Excess Deferrals Be Reported?
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How Can Plan Sponsors Correct 402(g) Excess Deferrals From 2025?
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How Many Catch-Up Elections Are There in 2026?
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What Are the Maximum 403(b) and 457(b) Deferral Limits for 2026?
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Can an Employer Match Catch-Up Contributions?
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What is the Wage Threshold Requiring Roth Catch-Ups in 2026?
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Why did the Age 60-63 Catch-Up Contribution Limit Not Rise for 2026?
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What Is the Deadline for Amending a Nongovernmental 457(b) Plan?
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How Can Plan Sponsors Contribute to Multiple Plans for a Single Participant?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.