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.
Tag: 403(b) plans
When Is the Next Restatement Deadline for Preapproved 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations
Unfunded Spending Spikes Affect Public, Private Employees Alike
Data from public sector employee households were remarkably similar to 2023 information covering the private sector.
Senate Banking Committee Members Introduce Bill to Allow CITs in 403(b) Plans
The bill is part of a push by retirement industry leaders to allow 403(b) plans to invest using the cheaper...
Can Self-Certification be Used for Unforeseeable Emergency Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Plan Sponsor Waive Account Fees for Small Accounts?
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.
Bill to Allow CITs in 403(b) Plans Introduced in Senate
The introduction of the bill comes after a similar proposal was passed by the House of Representatives on March 8.
How Do 402(g) Limit Calculations Work in Non-Calendar-Year Plans?
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.
Does Our Small Plan Require a Fidelity Bond?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
NAGDCA Highlights CITs in 403(b)s and Roth Rollovers as Key Legislative Priorities
NAGDCA also listed delayed implementation dates and the creation of a National Retirement Security Month.
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.
Can a Church Merge its 401(a) and 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does Our Plan Fall Under SECURE 2.0’s Automatic Enrollment Requirement?
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.
ERIC Joins Amicus Brief Defending Yale University
The brief was filed to support Yale in the plaintiffs’ 2nd Circuit appeal of a 2023 jury verdict that was...