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.
Tag: 403(b) plans
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.
Regulators Clarify Part-Time Eligibility Rules for ERISA 403(b) Plans
The guidance provides additional clarity on which part-time employees can be excluded from contributing to a plan.
Can Self-Certification be Used for Unforeseeable Emergency Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Does SECURE 2.0’s Mid-Year Termination of SIMPLE IRAs Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Should Readers Submit Questions to Ask the Experts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Employees in Canada Benefit from a 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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Know Your DC Plans
Tax-exempt, church and governmental employers have a wide range of considerations when picking what retirement plan, or plans, to offer.
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With Limited Resources, Managing 403(b) Plans in Higher Ed Brings Unique Challenges
As higher education plan sponsors often work with small benefits staffs and oversee diverse pools of employees, administering a retirement...
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403(b) Participation Rates Reach Record Highs, but Savings Results ‘Still Not Great’
For 403(b) plan sponsors, automatic enrollment helps employees build retirement security, but participation is only half the task facing many,...
What Organizations Can Sponsor a 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can a Late 403(b) Plan Remittance Be Corrected?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a 457(b) Plan Document Get IRS Approval?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
House Passes Bill Permitting Use of CITs by 403(b) Plans
The Senate now needs to consider the bill that would also expand access to capital for certain businesses.
Measure Allowing CIT Use in 403(b) Plans Advances in the House
The legislation is a first step to allowing the lower-cost investments' use in nonprofits and school retirement plans.