Retirees Taking 1st RMDs Must Do So by April 1
The IRS rule applies to most participants in workplace retirement plans and all traditional IRA owners.
Tag: 403(b) plans
PLANSPONSOR Roadmap Series: Special Considerations for 403(b) Plans
403(b) plan sponsors face unique challenges when complying with certain SECURE 2.0 provisions, such as long-term, part-time rules and joining...
How Are Wages Considered to Determine the Need for Roth Catch-up Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
House Financial Services Committee Seeks Feedback on 403(b) Access to CITs
After a hearing on Wednesday, the committee seeks feedback on several legislative proposals, including one that would allow 403(b) plans...
How Do Section 415 Contributions Limits Work Across Plan Types?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Is There a Deadline for True-Up Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Will Plan Sponsors Need New Catch-Up Deferrals for High Earners in 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
Bills to Allow CITs in 403(b) Plans Reintroduced in House, Senate
The Retirement Fairness for Charities and Education Institutions Act of 2025 was reintroduced by a bipartisan group of senators and...
Can 403(b) Sponsors Offer Money-Purchase Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Do New-Plan Auto-Enrollment Rules Apply to Existing Employees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
IRS Issues 2024 Required Amendment List for Qualified and 403(b) Plans
Plan sponsors of qualified plans and 403(b) plans may need to make plan amendments to comply with tax law.
CIT Provider, Attorney Reps Press for 403(b) Access to CITs
Great Gray trust and two law firms have sent letters to U.S. Senators pressing for them to pass a bill...
What Are the Restatement Deadlines for Preapproved Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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’...
What Are the 2025 Maximum Deferral Limits When 403(b), 457(b) Plans Are Present?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Plan Sponsors May Be Paying Too Much in DC Plan Fees
Some 80% of companies were spending more than efficient pricing for 401(k) and 403(b) plans, Abernathy Daley 401k Consultants survey...
Which Long-Term, Part-Time Employees Can Be Excluded From a 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Are Deadlines for 403(b) Plan Employer Contributions Set?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do New Long-Term, Part-Time Rules Apply to Student Employees in 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What are the IRS Deadlines for 403(b) Plan Restatement and Amendment?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.