How Do We Treat Rehires in an Auto-Enrolled 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Tag: 403(b) plans
Retirement Plans Outperformed the S&P 500 During a Volatile Second Quarter
401(k) savings rates remained near record levels.
What Policies Does Our Plan Need?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Should Each Recordkeeper Use Its Own Plan Document?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.
Are There Restrictions on 457(b) Plan Investments?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
State Bill Would Require Multiple 403(b) Providers
For certain 403(b) plan participants at New Jersey school districts, more choices could facilitate additional retirement strategy personalization, one bill...
2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced
Awards were given in nine categories representing various plan types and sizes.
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...
Should a Rehired Employee Be Allowed to Withdraw a Prior Account Balance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Target-Date Funds Helped Savers Weather Q1 Volatility
Retirement plan participants are staying on track, not changing allocations, in the face of market volatility.
Maximum Loan Amount Across Multiple Plans
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Frequency of Receiving Provider Fee Disclosures
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are Distributions From a 403(b) Subject to the WEP Provision?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Will New Audit Standards Mean for ERISA Plan Sponsors?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
IRS Publishes Additional 403(b) Plan Document Guidance
An information package contains a listing of required modifications and sample language for nearly any provision a plan might include.
Receipt of a Power of Attorney for a Plan Participant
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
$7.5M Settlement Struck in Washington University ERISA Suit
The settlement agreement also spells out a variety of non-monetary requirements, including a new fiduciary training regimen for members of...
Study Finds Wide Range in 403(b) Plan Fees
Non-ERISA plan sponsors told the GAO they did not have information needed to help them monitor fees.
Proposed RMD Rules for 403(b)s Could Mean Big Changes
A change to how required minimum distributions are taken from 403(b) contracts might call for changing recordkeeping systems and dusting...