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...
Tag: 403(b) plans
University of Miami Faces Lawsuit Over 403(b) Plan Fees
The plaintiffs say they seek similar remedies as those in a settlement that was court-approved in a case against Duke...
Personal Savings Rates Actually Jumped in March
Many U.S. employees are feeling acute economic pain as a result of the coronavirus pandemic, but the government mandated shutdowns...
Parties in Emory University 403(b) Plan Lawsuit Agree to Settle
Only one of the spate of lawsuits challenging university 403(b) plans has gone to trial.
Retirees Returning to the Public Sector Face Limitations
The growing need for public-sector employees has retirees willing to return to work, but limitations on public pensions and Social...
Does SECURE Act Make It Easier to Terminate a 403(b)?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Supreme Court Denies Review of UPenn ERISA Lawsuit
A last ditch effort to point out that another circuit found no evidence of fiduciary misconduct in a similar case...
Coronavirus-Related Distributions From 403(b) and Governmental 457(b) Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Remedial Amendment Periods for 403(b) Plans and DB Plans Extended
Plan sponsors now have until June 30 to update their pre-approved and individually designed 403(b) plan documents.
Appellate Court Adds Color to Northwestern University’s ERISA Suit Win
Throughout the 7th Circuit’s decision, it contends the plaintiffs put forth their own opinions and preferences rather than evidence of...
Coronavirus News for Plan Sponsors
The latest news about market volatility, benefits and business updates, and legislative and regulatory actions.
Effective Date for Plan Restatements During the 403(b) Remedial Amendment Period
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Next Steps for 403(b) Plan Sponsors
Now that plan documents will be cleaned up, 403(b) plan sponsors can focus on strategic tasks such as plan design...
Bill Introduced to Allow CITs in 403(b)s
Vanguard estimates the cost savings to 403(b) participants in plans that offer CITs could amount to as much as $250...
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Steidle Pension Solutions Launches Payroll Integration Service
The service will reduce administrative burdens for 401(k) and 403(b) plan sponsors.
Does SECURE Act’s Inclusion of Part-Time Employees Provision Apply to 403(b)s?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Who Is Immediately Vested Upon Plan Termination?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
New Models Continue to Be Introduced for 403(b) Plans
K-12 and university 403(b) plan sponsors have turned to multiemployer plan solutions—the latest of which is launching in Indiana.
Why Nonprofits May Prefer a 403(b) Plan Over a 401(k)
It often comes down to nondiscrimination testing.
403(b) Plans Get Lifetime Income, Help With Education Expenses Right
The PLANSPONSOR 2019 DC Survey suggests 403(b) plan sponsors, more so than DC plan sponsors overall, are stepping up to...