RMDs in 2021
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Voices
Opinions |
Plan Sponsors Should Do Their Homework Before Offering Student Loan Assistance
Jay Schmitt, with Strategic Benefits Advisors, discusses plan sponsor considerations for benefits that help employees with student loan debt.
Opinions |
Considering Say-on-Pay Proposals for NQDC Plan Designs
It’s worth examining how shareholders might view the compensation executives receive through NQDC plan designs.
Can Beneficiaries Elect Timing of Payments From Inherited 403(b) Assets?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
SURVEY SAYS: Has the Pandemic Changed Your Retirement Date?
PLANSPONSOR NewsDash readers share whether the pandemic has led to them to change their planned date of retirement.
What If a Participant Received a CRD After December 31?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Opinions |
Why Are Retirement Plan Sponsors So Far Behind on Sustainable Investing?
Lisa Woll, CEO of US SIF, discusses how inconsistent guidance has hindered the inclusion of sustainable investing options in defined contribution plans, but there is hope that a...
SURVEY SAYS: Has Remote Work Affected Your Career?
PLANSPONSOR NewsDash readers share how working remotely can affect a person’s career success.
What Are Surrender Fees?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Self Employed Ministers’ 403(b) Contributions’ Effect on Compensation
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
SURVEY SAYS: Will PEPs Become Prominent?
PLANSPONSOR NewsDash readers weigh in on the growth of the pooled employer plan (PEP) market and whether their firms have considered joining one.
Opinions |
Democrats Take Control of the Senate: What Does That Mean for Your Retirement Plan?
Syed Nishat, with Wall Street Alliance Group, discusses potential effects on retirement plans if President Joe Biden is able to move forward his legislative agenda.
Terminate a Plan or Merge Plans When Organizations Merge?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
QNEC for a Prior Year and the 415 Limit
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
457(b) Plan Contributions Based on Severance Pay
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Retirement Plan Tax Deductions/Credits for Tax-Exempt Sponsors
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Opinions |
Managed Accounts: Key Considerations
Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), says plan sponsors have many things to review before selecting a managed account for their DC plan.
Special Compensation Limit for Governmental Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
SURVEY SAYS: When It Will Be Safe to Attend In-Person Conferences?
PLANSPONSOR NewsDash readers offer their opinions about attending in-person conferences.
Opinions |
Barry’s Pickings: Round and Round We Go
Michael Barry, president of O3 Plan Advisory Services LLC, discusses the political back and forth that occurs when administrations change, and the resulting lack of clear rules.