2024 PS Webinar: SECURE 2.0 for 403(b) Plans
Speakers review what the wide-ranging retirement law means for higher education, nonprofit, health care and government employers.
Tag: 403(b) plan
What Is a Fully Paid Individual Insurance Annuity Contract?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Types of Small Financial Incentives Can 403(b) Plans Now Offer Employees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
403(b) Plans Reach Record Participation Rates in 2022
While participation in 401(k) plans dropped in 2022, 403(b) plans saw increased participation rates, according to the Plan Sponsor Council...
SECURE 2.0 Corrections Drafted by Congress
The bill will likely have to be added to a budget bill early in 2024 to pass.
Plan Sponsors Get Clarity and Some New Questions in IRS Part-Time Eligibility Rules
The post-Thanksgiving rule proposal will require a close look and potential plan design changes in the coming weeks for employers...
Cornell Ruling Widens Circuit Court Split on ERISA Fiduciary Question
Appellate courts have different interpretation of prohibited transaction rules under the Employee Retirement Income Security Act, paving the way for...
Pooled Plans Demonstrate Benefits for Higher Education Plan Sponsors
Higher education plan sponsors cited lower costs and fewer administrative responsibilities as reasons to join a pooled retirement plan solution,...
How Does the New Determination Letter Program for 403(b) Plans Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
When Do Rehired Employees Qualify for Employer Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Are Small Plan Participant-Counting Rules Changing For 2024 Reporting?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Is Retroactive Pay Included as Compensation for Plan Purposes?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
When Can Creditors Make a Claim Against a Retirement Account?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Voya Financial Launches 403(b) PEP
Beginning August 1, Voya will bring what it is calling the very first pooled employer plan to employees of large...
Can Participants Access Annuities if They Are Not Offered by the Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
403(b) Suit Against Wake Forest Health Center Settled for $3.8M
Settlement comes about two years after initial complaint of fiduciary negligence and excessive fees.
When Can Participants Make Tax-Free Withdrawals of Roth Assets?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Jury Delivers Win To Yale With 403(b) Lawsuit Verdict
A jury decided almost entirely in the university’s favor in the nearly seven-year lawsuit.
Fidelity to Convert More Than $13B of Mutual Funds to ETFs
The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....
PSNC 2023: Addressing In-Plan Annuity Reluctance
Employers are reluctant to incorporate annuities in-plan because they don’t feel the best options have come to market yet.