Ask the Experts | January 28th, 2025 Can 403(b) Sponsors Offer Money-Purchase Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 21st, 2025 Do New-Plan Auto-Enrollment Rules Apply to Existing Employees? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 14th, 2025 How Do Different Plan Contribution Safe Harbors Work? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 7th, 2025 Has Anything Changed for Completing Plan Participants’ W-2 Forms? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 17th, 2024 How Can Sponsors Recover Overpayments to 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 10th, 2024 How Do True-Up Contributions Work? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 3rd, 2024 What Are the W-2 Reporting Requirements for 457(b) Private Tax-Exempt Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 26th, 2024 Can a Plan Require That All Contributions Be Roth? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 19th, 2024 What Are the Restatement Deadlines for Preapproved Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 12th, 2024 What Are the 2025 Maximum Deferral Limits When 403(b), 457(b) Plans Are Present? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 5th, 2024 Does IRS Disaster Relief Extend to Plan Sponsors With Affected Service Providers? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 29th, 2024 Which Long-Term, Part-Time Employees Can Be Excluded From a 403(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 22nd, 2024 How Are Deadlines for 403(b) Plan Employer Contributions Set? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 15th, 2024 How Do New Long-Term, Part-Time Rules Apply to Student Employees in 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 8th, 2024 What are the IRS Deadlines for 403(b) Plan Restatement and Amendment? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 1st, 2024 When Is the Next Restatement Deadline for Preapproved 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations
Ask the Experts | September 24th, 2024 Will Age 60-63 Catch-Up Contributions Have to Be Made as Roth? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 17th, 2024 Can Self-Certification be Used for Unforeseeable Emergency Distributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 10th, 2024 Do Corrections Differ Between Missed Elective and Missed Auto-Enrollment Deferrals? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 3rd, 2024 Is It a Good Time to Consider a Student-Loan Repayment Match? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.