Are Distributions From a 403(b) Subject to the WEP Provision?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plan
What Will New Audit Standards Mean for ERISA Plan Sponsors?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
IRS Publishes Additional 403(b) Plan Document Guidance
An information package contains a listing of required modifications and sample language for nearly any provision a plan might include.
Receipt of a Power of Attorney for a Plan Participant
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Study Finds Wide Range in 403(b) Plan Fees
Non-ERISA plan sponsors told the GAO they did not have information needed to help them monitor fees.
Proposed RMD Rules for 403(b)s Could Mean Big Changes
A change to how required minimum distributions are taken from 403(b) contracts might call for changing recordkeeping systems and dusting...
403(b) Plan Design Continues to Evolve
Investment lineups have also changed, and fees have gone down.
Is a Plan Administrator Required for ERISA and non-ERISA Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Excluding Employees From Mandatory and Employer 403(b) Contributions
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Maximum Deferral When a 401(a), 403(b) and 457(b) Are Offered
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Public Sector 403(b) Plans Have a Participation Problem
Nonetheless, there are ways governments can create more engaged employees and encourage workers to join defined contribution plan programs.
IRS Issues 2022 Cumulative List for 403(b) Plans
It identifies changes in the requirements of Section 403(b) of the Internal Revenue Code that the agency will take into...
Case by Participants in Terminated 403(b) Allowed to Proceed
In denying a motion to dismiss, a federal judge said he had been waiting on the Supreme Court’s ruling in...
What Is a Look-Through Investment Vehicle?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
ERISA Litigation Continues in the New Year
In court filings last week, fiduciaries of retirement plans at PPL Corp. and Mass Brigham General were accused of failing...
Maximum Deferrals to Both a 403(b) and 457(b) Plan
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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Ameritas Offers GPS Platform, 403(b) Program
The firm says the aim with each is to help participants reach their financial goals.
PSNC 2019: 403(b) Plan Remedial Amendment Period
The last day of the remedial amendment period for 403(b) plans is March 31, 2020. What does the remedial amendment...
Communicating Retirement Benefits to Five Generations of Workers
The University of Pittsburgh has found stories from peers resonate well with every employee group.
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Cash Back Used Towards Retirement Savings?
With EvoShare, employees can spend as usual at over 10,000 participating businesses and receive up to 20% cash back toward...