Can A Roth IRA Account be Rolled Over Into a 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Voices
What Does the Proposed New Rule on Paper Statements Require?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can Readers Submit Questions to Ask the Experts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
To What Does the DOL’s Proposed Framework for Plan Investment Fiduciaries Apply?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
DOL ERISA Enforcement: 10 Areas of Current Focus
The best defense against any Department of Labor review is a robust, ongoing compliance program that addresses known areas of department concern before a review begins, writes a...
How Can a Top-Hat 457(b) Sponsor Confirm Having Filed its Plan Statement?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
AI and the Labor Shortage Economy
Benefits are a front-line attraction and retention tool—and plan sponsors overseeing retirement and health plans should expect changes across the board.
Are There PEPs for Employers Offering 403(b) Retirement Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
401(k) Savers Deserve Better Than Washington’s Ping-Pong
Why the focus should be on the best ways both to protect job-based retirement and health benefits and to provide practical guidance.
How Can Employers Operating in Multiple States Ensure Compliance with State Mandates?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Liability Theories Underpin the Latest Group Health Plan Litigation?
Experts answer questions regarding plan sponsor fiduciary duties for health benefits.
Did SECURE 2.0 Change Match Distribution Rules for 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
3 Ways to Increase Emergency Savings Participation Without Undermining Retirement Saving
A small improvement in how people save can have positive effects, and thoughtful implementation can make the difference, writes a benefits provider.
Opinions |
The End of the Penny Is an Opportunity to Rethink Retirement Savings
New Voya behavioral finance research finds that as pennies fade from everyday life, reframing retirement contributions in simple dollar terms can help workers save more.
If a Plan is Terminated Mid-Year, Do Participants Get a Partial-Year Contribution?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Who is a Participant’s Beneficiary if the Original Beneficiary has Died?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
PBM Contract Pitfalls: A Call to Action for Self-Funded Plans
New pending and proposed legislation does not change plan sponsors’ fiduciary obligation to monitor and audit pharmacy benefit managers.
Are Distributions of Rollovers to a 403(b) Plan Subject to Penalty, if the Rule of 55 Exception...
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can a Plan Utilize the Roth In-Plan Rollover Correction Method?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Should Plans Calculate Service for 403(b) 15-Year Catch-up Elections?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.