Can a Current Active Participant Transfer Assets From a Frozen Plan To an Active ERISA 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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How Important Are Proper Termination Dates for Retirement Plan Compliance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
When Can an Employee in a 457(b) Plan Use A Three-Year Catch-Up Election?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does a Plan’s Name Have to Change When a Plan Sponsor’s Name Changes?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Qualifies as an ‘Immediate and Heavy Financial Need’ Under Hardship Withdrawal Rules?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Personalization and the DC System
A typical platform might use age and salary to generate investment recommendations. What additional factors could lead to more customized solutions?
How Do You Determine Catch-Up Contributions in a 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do We Treat Rehires in an Auto-Enrolled 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Policies Does Our Plan Need?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Retiree Challenges, Attitudes and Retirement Income Priorities
Research by the DCIIA Retirement Research Center helps gauge attitudes about savings, spending and financial wellness in retirement.
Can an Alternate Payee Designate a Beneficiary?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Should Each Recordkeeper Use Its Own Plan Document?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are Retirement Plan Sponsors Still Required to File Form 8955-SSA?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can the Cost of an RFP for Selecting a New Recordkeeper Be Paid From Plan Assets?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
When Do RMDs Have to Start and What Is Maximum Normal Retirement Age?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are There Restrictions on 457(b) Plan Investments?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Does the Internal Revenue Code Apply to a 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Should a Rehired Employee Be Allowed to Withdraw a Prior Account Balance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
At What Rate Should Rehires Be Auto-Enrolled
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Maximum Loan Amount Across Multiple Plans
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.