(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.
Ask the Experts
(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...
(b)lines Ask the Experts – Turning Salary Into Employer Contributions When Limits Are Met
“One of our employees, who consistently defers the maximum to both our 403(b) retirement plan and 457(b) deferred compensation plans, wants to contribute additional funds to the plan...