Ask the Experts | March 5th, 2024 How Do Small-Balance Cash-Outs Work Across Multiple Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 21st, 2023 Can Mandatory Contributions to a 401(a) Plan Be Designated as Roth? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Data and Research | July 11th, 2022 How Consistent 401(k) Participation Boosts Balances The average 401(k) plan account balance for consistent participants rose meaningfully each year between 2010 and 2019, with the exception...
Compliance | June 2nd, 2022 IRS Issues ‘Helpful’ Bulletin for Preapproved Plans An IRS bulletin for preapproved plan sponsors warns of consequences for missing the restated adoption agreement deadline.
Ask the Experts | September 21st, 2021 Allowing for After-Tax Contributions in a 401(a) Plan Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 31st, 2021 Why Does a 457(b) Plan Not Need Fidelity Bond Coverage? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Products | June 30th, 2021 Public Plans Database Has Been Expanded Users can now find comprehensive data about public DC plans as well as public DB plans.
Data and Research | November 20th, 2019 Could Auto-Enrollment Be a Boost for Government DC Plan Participants? Aside from the lack of use of auto-enrollment, NAGDCA’s current benchmarking survey found some similarities between government DC plans and...
Ask the Experts | September 17th, 2019 (b)lines Ask the Experts – Can a 401(a) Plan Account be Rolled Into a 403(b) Plan? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | August 13th, 2019 (b)lines Ask the Experts – What Types of Contributions Can Be Characterized as Roths? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Products | May 30th, 2019 AXA Files for Annuity Exchange Offer The offer is being made to participants in a small number of plans in which the plan sponsor has decided...
Ask the Experts | December 4th, 2018 (b)lines Ask the Experts – Defining ‘Severance From Employment’ for 403(b) Plan Distributions “Certain distributions from our retirement program may only be made in the event of ‘severance from employment.’
Compliance | July 12th, 2018 Church Plan Operating Under Rules of ERISA Has Not Elected to Be an ERISA Plan Since the Supreme Court decision about the definition of church plan under the Employee Retirement Income Security Act, the Internal...