Allowing Roth Conversions for All Vested Amounts
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
Can a Plan Allow In-Service Distributions for Only Rehired Retirees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can ERISA Accounts Be Used to Pay for Fiduciary Liability Insurance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Minister Contribute to Both a 401(k) and 403(b)?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Questions About Excluding Some Deferrals From Matching Contributions
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Is Past Service Counted for Eligibility for Previous Student Employees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Employee Account Balances Grandfathered for In-Service Distributions
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Jumbo 403(b) Plan Hit With Excessive Fee Suit
Fiduciaries of the Wake Forest University Baptist Medical Center plan are accused of failing to ensure reasonable investment fees and...
403(b) Plan Sponsor Sued Over Excessive Fees and Underperforming Investments
The lawsuit calls out the use of the active suite of the Fidelity Freedom target-date funds, among other things.
Can 403(b) Plan Participants Repay or Initiate Loans After Termination?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
IRS Reminds Tax-Exempts About Deadline to File Form 990
During a previous project, the agency found some organizations didn’t know their tax-exempt status affected their eligibility to sponsor a...
Are Employee Mandatory Contributions to 403(b)s Reported on W-2s?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Lawsuit Alleges Participant Price for University of Tampa Plan Is Too High
The plaintiff argues that similar university lawsuit settlements have helped to drive down fees, and changes the university made last...
403(b) Lawsuit Targeting WakeMed Rapidly Settles
In their short-lived complaint, the plaintiffs suggested WakeMed fiduciaries have not acted prudently in the operation of the 403(b) retirement...
Congressman Again Pushes for Expanding Investment Options in 403(b)s
A lack of access to the same investment types allowed in other DC plans means 403(b) plan participants are missing...
Sponsor Offers a 403(b), 401(k) and 457(b): Can an Employee Contribute to All Three?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Lifetime Income Illustrations for 403(b) Plans With Annuities
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
SECURE Act 2.0 Could Be a Game Changer for Retirement Planning
Syed Nishat, with Wall Street Alliance Group, discusses anticipated changes from retirement plan legislation introduced at the end of last...
Can Beneficiaries Elect Timing of Payments From Inherited 403(b) Assets?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Washington Watchers See Good Prospects for Further Retirement Reforms
Among the potential retirement policy solutions that could become law in 2021 is a provision to allow 403(b) plans to...