Voices Archives | Page 12 of 137

Opinions | September 12th, 2023

A Condensed History of the DOL’s Fiduciary Rule

Regulations and guidance over the past decades have expanded and shrunk the definition of an ERISA investment advice fiduciary.

Ask the Experts | September 12th, 2023

When Can a Participant Purchase a QLAC?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Opinions | September 5th, 2023

Is Income the No. 1 Driver of Retirement Outcomes?

A new joint initiative aims to leverage retirement plan data to foster inclusive wealth creation.

Ask the Experts | August 29th, 2023

What Are the Differences Between Plan-to-Plan Transfers and Rollovers?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | August 21st, 2023

How Will SECURE 2.0 Catch-Up Contributions Work In 2024, Beyond?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | August 15th, 2023

How Is Compensation Defined When Considering SECURE 2.0 Catch-Up Rules?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | August 8th, 2023

How Do Maximum Elective Deferrals Work in a 403(b)/457(b) Combination?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Opinions | August 4th, 2023

Protecting Workers’ Retirement Savings

How 401(k) loan insurance can maximize the power of automatic portability.

Opinions | August 3rd, 2023

Pension Funds and Sustainable Investment: Challenges and Opportunities

A new book from the Pension Research Council is for anyone interested in understanding the historical context, current practices and future prospects of ESG investing in the pension...

Ask the Experts | August 1st, 2023

When Can Creditors Make a Claim Against a Retirement Account?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | July 25th, 2023

Could Adding Employer Contributions To An Existing Plan Prompt Tax Credits?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | July 18th, 2023

Can Participants Access Annuities if They Are Not Offered by the Plan?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | July 11th, 2023

When Can Participants Make Tax-Free Withdrawals of Roth Assets?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | June 27th, 2023

How To Correct Mistaken Elective Deferral Exclusions

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | June 13th, 2023

Could the 15-Year Catch-Up Election Enable a Pre-Tax Catch-Up Deferral Under SECURE 2.0?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | June 6th, 2023

When Does a New Plan Have to Meet SECURE 2.0 Mandates?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | May 23rd, 2023

Are Emergency Savings Account Deferrals Subject to Nondiscrimination Testing?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | May 16th, 2023

How Does SECURE 2.0’s Start-Up Tax Credit Apply to Recently Started Plan?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | May 9th, 2023

How and When Will SECURE 2.0 Roth Provisions Affect RMDs?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.

Ask the Experts | May 2nd, 2023

Can A Church 403(b) Plan Require Employees to Use Roth Catch-Ups?

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.