What Are the Restatement Deadlines for Preapproved Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plan
Advocacy Groups Urge Senate Banking Committee to Reject CITs in 403(b)s
Six investor advocacy groups wrote that allowing 403(b) plans to invest in collective investment trusts would put the ‘most vulnerable’...
When Is the Next Restatement Deadline for Preapproved 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations
Unfunded Spending Spikes Affect Public, Private Employees Alike
Data from public sector employee households were remarkably similar to 2023 information covering the private sector.
Senate Banking Committee Members Introduce Bill to Allow CITs in 403(b) Plans
The bill is part of a push by retirement industry leaders to allow 403(b) plans to invest using the cheaper...
Can a Plan Sponsor Waive Account Fees for Small Accounts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Bill to Allow CITs in 403(b) Plans Introduced in Senate
The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8.
How Do 402(g) Limit Calculations Work in Non-Calendar-Year Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does Our Small Plan Require a Fidelity Bond?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
NAGDCA Highlights CITs in 403(b)s and Roth Rollovers as Key Legislative Priorities
NAGDCA also listed delayed implementation dates and the creation of a National Retirement Security Month.
Can a Church Merge its 401(a) and 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does Our Plan Fall Under SECURE 2.0’s Automatic Enrollment Requirement?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
ERIC Joins Amicus Brief Defending Yale University
The brief was filed to support Yale in the plaintiffs’ 2nd Circuit appeal of a 2023 jury verdict that was...
Product and Service Launches
T. Rowe Price launches Social Security optimizer; IRI updates its retirement saving and income handbook; Just Futures launches ‘values-driven’ 401(k)s...
Motivating Faculty, Staff to Save for Retirement Is Top Concern for Higher Ed Plan Sponsors
Plan sponsors at higher education institutions expressed concerns over their participants’ retirement readiness, but many do not measure the performance...
Can Employer Contributions to 403(b) Custodial Accounts Be Distributed for Hardships?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Public Sector Workers Value Saving for Retirement, but Struggle With Debt
These workers, many of whom participate in 403(b) plans, are split on whether they are on track to achieve the...
Whatever Happened to CITs in 403(b)s?
It’s still a work in progress, as a legislative proposal makes its way through Congress.
How Does the New Distribution Provision for Terminal Illness Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Stakeholders Ask for Enforcement Delay on Part-Time Eligibility Rules
SECURE 2.0 requires part-timers to be made eligible for elective contributions after two years of service.