What Liability Theories Underpin the Latest Group Health Plan Litigation?
Experts answer questions regarding plan sponsor fiduciary duties for health benefits.
Voices
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.
What is Required When Executing a Salary-Reduction Agreement?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are Employers Getting Access to PBM Claims Data?
Experts answer questions regarding plan sponsor fiduciary duties for health benefits.
How Can a 403(b) Sponsor Correct 415 Limit Excess Deferrals?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Are DC Plans Failing Retired Participants?
By not providing sufficient tools and withdrawal options, efforts to keep retirees in plans may not be enough to enable them to do so.
Opinions |
Don’t Let Politics Sway Decisions Over Private Markets in DC Plans
Former Assistant Secretary of Labor Lisa Gomez and Great Gray Trust Co.’s Jason Levy argue for the debate over private investments in 401(k) plans to be based on fiduciary standards, rather than political talking points.
Can a Plan Participant Name a Charity as Beneficiary?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
What a PEP Changes—and What It Doesn’t—for Employers
The Standard’s assistant vice president of retirement plan sales explains an employer’s responsibilities when joining a pooled employer plan.
Are There Legislative Efforts Pending That Could Permit CITs in 457(b) Plans?
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.
On What Form Should 457(b) Distributions of Excess Deferrals Be Reported?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.