Benefits | December 12th, 2022 OK, but Seriously: Is SECURE 2.0 Going to Pass? If a budget passes, SECURE 2.0 will be attached to that bill. If a budget passes.
Ask the Experts | November 29th, 2022 When Are SECURE and CARES Acts Plan Amendments Due? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 21st, 2022 Can A 403(b) Plan Continue to Provide Benefits Once The Sponsoring Organization Shuts Down? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 1st, 2022 What Are the Limits on a 457(f) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | October 31st, 2022 Washington Insiders Offer Timeline Update on SECURE 2.0 Comprehensive retirement reform is expected to pass this year and is intended to increase access to retirement accounts.
Ask the Experts | October 25th, 2022 How Would A Change in RMD Rules for 403(b) Plans Apply to Participants With Multiple Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 18th, 2022 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.
Ask the Experts | October 11th, 2022 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.
Data and Research | September 28th, 2022 Workers Delaying Retirement Has Doubled Since Last Year For employers, the recent upward trend in delayed retirement is causing complications, according to a new report from Nationwide Retirement...
Compliance | September 23rd, 2022 Wake Forest University Retirement Plan Lawsuit Will Proceed The plaintiffs’ claims survive the defendants’ motion to dismiss
Ask the Experts | September 20th, 2022 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.
Ask the Experts | August 30th, 2022 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.
Ask the Experts | August 23rd, 2022 What Policies Does Our Plan Need? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 2nd, 2022 Should Each Recordkeeper Use Its Own Plan Document? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | June 28th, 2022 Are There Restrictions on 457(b) Plan Investments? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | June 24th, 2022 State Bill Would Require Multiple 403(b) Providers For certain 403(b) plan participants at New Jersey school districts, more choices could facilitate additional retirement strategy personalization, one bill...
Deals and People | June 9th, 2022 2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced Awards were given in nine categories representing various plan types and sizes.
Ask the Experts | June 7th, 2022 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.
Ask the Experts | May 17th, 2022 Maximum Loan Amount Across Multiple Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 10th, 2022 Frequency of Receiving Provider Fee Disclosures Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.