How Do Small-Balance Cash-Outs Work Across Multiple Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
What if a Plan’s Operating System Does Not Match Age-50 Catch-Up Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Are the Withholding Rules for Small 403(b) Rollover Balances?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Who Gets to Set the Year for Section 415 Limit Purposes?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Do 403(b) Plan Sponsors Have to Recover Small Overcontributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Extension on Catch-Up Contribution Requirement Comes as Relief to Plan Sponsors
The IRS announced last week that plan sponsors have an additional two years to implement the mandatory Roth catch-up provision...
IRI Presses White House to Back Further Retirement Policy on Annuities
An insurance advocacy group follows up 2023 legislative plans with a push for policies that increase the use of retirement...
How and When Will SECURE 2.0 Roth Provisions Affect RMDs?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Is Change Coming for 403(b) Plan 5500 Filings?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are CITs Now Permitted in 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Nonprofit Nemours Foundation Faces 403(b) Lawsuit
Florida-based nonprofit operator of children’s hospital is alleged to have charged excessive fees to retirement plan participants.
Does the SECURE 2.0 Act Make 403(b) Plans More Like 401(k) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Should We Continue to Refer to Our 403(b) Plan by an Outdated Name?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
BlackRock Invests in Fintech 401(k) Provider Human Interest
Human Interest CEO says minority stake from BlackRock will help hiring in areas including product, engineering, and customer acquisition.
Does a Plan’s Name Have to Change When a Plan Sponsor’s Name Changes?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do You Determine Catch-Up Contributions in a 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Plans Outperformed the S&P 500 During a Volatile Second Quarter
401(k) savings rates remained near record levels.
Health Care Plan Sponsors Shorten Vesting Periods to Attract Talent
An overarching trend for health care organizations is a focus on attracting and retaining talent with retirement plan design changes.
Markup Scheduled for RISE & SHINE Act
Retirement security organizations, a nonprofit and the U.S. Chamber of Commerce have submitted comment letters on the discussion draft, which...
Target-Date Funds Helped Savers Weather Q1 Volatility
Retirement plan participants are staying on track, not changing allocations, in the face of market volatility.