Relief for Distributing Summary Plan Descriptions
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
Sutter Health Faces Second Lawsuit Challenging Use of Actively Managed TDFs
The most recent lawsuit says the actively managed suite’s risk has been amplified during the COVID-19 pandemic.
Can Nonresident Aliens Be Excluded From Deferring in 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Products |
Security Benefit Introduces Mobile App for Retirement Plan Participants
The firm says it is trying to bring the services and technological conveniences typically offered to large plans to the...
Benefits |
Are Employer-Sponsored DC Plans the Best Retirement Savings Vehicles?
The coronavirus pandemic and other factors have called into question the value of DC plans, but experts say they’re still...
Mercy Health Corp. Faces 403(b) Plan Excessive Fee Lawsuit
Among other things, the lawsuit alleges the health care system unreasonably maintained investment advisers and consultants despite the known availability...
How May ACP Testing Results be Affected by COVID-19?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Princeton Agrees to No Fee Increase, Among Other Things, in Lawsuit Settlement
What the settlement agreement calls ‘therapeutic relief’ also includes conducting an RFP process, creating rules for how often committees meet...
CARES Act Special Considerations for 403(b) Plans
Participants invested in annuity contracts may face charges for distributions and limits on amounts they can take as a distribution...
VALIC Financial Advisors Charged With Disclosure Failures
The SEC says VALIC Financial Advisors failed to disclose to Florida teachers practices that generated millions of dollars in fees...
Providing Employer Contributions to Some Employees and Not Others
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Sutter Health Facing 403(b) Excessive Fee Suit
The allegations mirror those of other recently filed cases against both 401(k) and 403(b) plans.
Did DOL Guidance Permit Private Equity Investments in 403(b)s and 457(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Excluding Employees From the Right to Make 403(b) Elective Deferrals
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
K-12 403(b) Plan Participants Hungry for More Retirement Planning Help
Participants need more information about how their plan and investments work, a survey reveals.
The Next Evolution in 403(b) Plans: Investments
While 403(b) plans have made great strides, lifting restrictions on the types of investments the plans can offer and considering...
Parties in Emory University 403(b) Plan Lawsuit File Settlement Agreement
In addition to paying $16.75 million, the settlement agreement calls for a review of investments and a recordkeeping request for...
IRS Provides Additional Deadline Relief to Plan Sponsors
Deadlines have been moved for single-employer and multiemployer DB plans and 403(b) plans, among others.
Cornell University 403(b) Plan Suit Could Face ‘Considerable’ Delay
Though claims in the case were pared down last fall, the plaintiffs have requested a jury trial, so a federal...
The IRS Will Be Looking at Catch-Up Contributions in 403(b) Plans
The agency published an issue snapshot explaining special catch-up contribution rules after issuing a program letter saying such contributions will...