Products |
Equitable Launches Open Architecture Platform for ERISA and Non-ERISA Plans
It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors
Tag: 403(b) plans
What If a Participant Received a CRD After December 31?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Participants in Terminated 403(b) Plan File ERISA Lawsuit
The plaintiffs allege the use of actively managed funds and higher-cost share classes caused them to lose millions.
What Are Surrender Fees?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Self Employed Ministers’ 403(b) Contributions’ Effect on Compensation
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
403(b) Plan Investment Lineups Have Changed
Since regulations were passed in 2007, mutual funds have been embraced more by 403(b) plan sponsors and participants, and mutual...
Terminate a Plan or Merge Plans When Organizations Merge?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
QNEC for a Prior Year and the 415 Limit
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Retirement Plan Tax Deductions/Credits for Tax-Exempt Sponsors
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
NAGDCA Expects Movement on Retirement Reform in 2021
Priorities of the National Association of Government Defined Contribution Administrators is in recently introduced legislation, including allowing 403(b) plans to...
Deadline to Amend Plan for CARES Act Loan Provision
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Terminating a 403(b) and Starting a 401(k)
“I work with an Employee Retirement Income Security Act (ERISA) 403(b) plan sponsor that has a 403(b) plan in which...
IRS Publishes 2020 Required Amendments List
There are no changes in requirements that generally require an amendment, but there are two changes that may require one.
Rules for Bringing Back Laid Off or Furloughed Employees
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Bill Would Fill Gaps in Previous Retirement Legislation
The SAVE Act would allow 403(b) plan sponsors to join open MEPs and incentivize the creation of ESOPs, among other...
What Types of Situations Does a ‘Mistake of Fact’ Plan Document Provision Cover?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Do Income Limits Apply When Making Roth Contributions to a 403(b)?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Can a 403(b) Be Added for HCE Deferrals to Help Pass Testing?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Cornell Agrees to Pay $225,000 to Settle Suit Regarding 403(b) Plan
The settlement is limited to the single claim that survived summary judgment, related to the share class of the TIAA-CREF...
Parties in Cornell 403(b) Excessive Fee Suit Announce Settlement
There was only one claim left in the lawsuit that was scheduled for trial to begin on September 29.