Can a Plan Participant Name a Charity as Beneficiary?
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Ask the Experts
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?
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What Is a 401(h) Plan?
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Can a Deemed Roth Election Be Used by a 457(b) Plan?
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What are the Challenges of Shutting Down a 401(a) Plan?
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When Will Plan Sponsors Know the Wage Threshold for 2026 Roth Catch-Ups?
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What is the Effective Date of Roth Catch-Ups for Governmental 403(b) Plans?
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Should Plans Add In-Plan Roth Conversions Before Roth Catch-ups Begin in 2026?
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When Do Providers Need to Be Ready for Mandatory Roth Catch-Up Contributions?
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What are the Deadlines for Spending Plan Forfeitures?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.