(b)lines Ask the Experts – Effect of Overtime Rules on Plan Administration
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Tag: 403(b) plans
403(b) Plans Should Get Ready for IRS Initiatives
The agency has indicated it will launch audit initiatives regarding 403(b) plan compliance this summer; the remedial amendment period and...
(b)lines Ask the Experts – What Is an Equity Indexed Annuity?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Early Distribution Penalties for Pre-Tax and Roth Accounts
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Appellate Court Revives UPenn 403(b) Lawsuit
However, in a dissenting opinion, Senior Judge Jane Richards Roth says cases such as this one should be carefully scrutinized...
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FPS Group Offers Individualized Advice to 403(b) and 457(b) Plan Participants
AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space, and one...
(b)lines Ask the Experts – Grandfathered Life Insurance Contracts in 403(b) Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Settlement Details Provided in Vanderbilt 403(b) Plan Lawsuit
Aside from monetary relief, the settlement calls for Vanderbilt to issue a request for proposals (RFP) for a new recordkeeper...
(b)lines Ask the Experts – Vesting Rules for Governmental and Church Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Employer Contribution Calculation When Moving from Union to Non-Union 403(b)
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – What Is a 403(c) Contract Within a 403(b) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Lessons From 403(b)s When It Comes to LDI in DC Plans
The analog of defined benefit liability-driven investing on the defined contribution plan side is the discussion of in-plan guaranteed retirement...
(b)lines Ask the Experts – Timing for Coverage and General Nondiscrimination Testing
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
(b)lines Ask the Experts – Can a Church Terminate a SIMPLE IRA and Establish a 403(b) in...
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
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ERISApedia Announces Availability of 403(b) Plan eSource
The new publication is authored by industry expert S. Derrin Watson, J.D.
Parties in Brown University 403(b) Suit Agree to Settle
The settlement agreement calls for a $3.5 million payment from Brown, as well as non-monetary relief.
Participants Say They Have the Knowledge, but Do They Use It?
The majority of retirement plan participants surveyed said they have knowledge about their retirement plan and fees, but while the...
Parties in Vanderbilt University 403(b) Suit Have Reached a Settlement
A federal district court judge has granted the parties' request to set a deadline of April 22, for the filing...
IRS Requests Comments on Information Collection for 403(b) Plan Auto Enrollment
Among other things, comments are invited on ways to minimize the burden of the collection of information on respondents, including...
(b)lines Ask the Experts – Can 403(b) Assets Be Transferred Into a New 401(k) Plan?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.