Compliance | November 6th, 2023 Cost, Complexity Main Obstacles to Plan Creation by Small Businesses, Survey Says The survey also found limited awareness of SECURE 2.0.
Ask the Experts | September 19th, 2023 Is Retroactive Pay Included as Compensation for Plan Purposes? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | December 29th, 2022 403(b) Plans Will Continue to Act More Like 401(k)s with SECURE 2.0 Changes Plan sponsors offering 403(b) plans may be able to operate them more like 401(k)s after SECURE 2.0, according to experts.
Compliance | November 8th, 2022 403(b) Plans May Apply for IRS Determination Letters Starting Next June The IRS will provide determination and termination letters to 403(b) plans beginning next June.