Can 403(b) Plan Sponsors Join a MEP or a PEP?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Voices
Opinions |
How Plan Sponsors Could Unknowingly Violate ERISA
By rolling left-behind funds into fee-based safe harbor IRAs, plan sponsors could hurt former employees’ finances and open themselves up to litigation.
Can 403(b) Plan Annuities Be Mapped to Replacement Funds?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Rethinking Retirement
How a SECURE 2.0 provision can protect and reinvigorate plan participation, write leaders from the Voya Behavioral Finance Institute for Innovation and Commonwealth.
Is the IRS’ Self-Correction Program Available to Governmental Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Dementia’s Financial Toll: How Losses Can Often Predate the Diagnosis
Experts from the MIT AgeLab explore the financial costs of dementia and how they manifest.
Can Plan Sponsors Reduce Plan Loan Minimums to Less Than $1,000?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Do Both ERISA and the Internal Revenue Code Have Prohibited Transaction Rules?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are CITs Approved as Investments in 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Why Was DC-Roth Income Limit Part of 2025 Notice, When It Is Not Effective Until 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Does the 5-Year Holding Period Work for Distributions From In-Plan Roth Conversions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Don’t Forget Decumulation: 3 Key Pillars for an Effective Retirement Income Solution
Each pillar is key to building a robust retirement offering that not only meets fiduciary standards but can also help enhance employee satisfaction and retention, writes a Morgan...
Opinions |
Recordkeepers Are the Key to PSN Auto-Portability
How PSN works to help job changers with small retirement account balances and why it operates as it does.
Can a 403(b) Plan Impose a Minimum Age Requirement for Employees’ Elective Deferrals?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Plan Sponsors Self-Correct Late Elective Deferral Remittances?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Designing for Diverse Needs: Evolving Investment Menu Perspectives in DC Plans
A review of key influences on menu design, offering a framework for plan sponsors and industry professionals to consider as they build menus that are effective, responsive, and...
Opinions |
DOL Cybersecurity Guidance and Health and Welfare Plan Gaps
All benefit plans must follow the U.S. Department of Labor’s cybersecurity guidance, not only retirement plans, writes a partner at Alston & Bird.
How Can Plan Sponsors Correct 2024 402(g) Excess Deferrals?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Selecting an OCIO: What Every Organization Needs to Know
The right provider will bring education and insight that enable institutional asset allocators to make confident investment decisions.
Are Separate Deferrals Needed for Regular Contributions and Roth Catch-Ups?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.