Ask the Experts | February 13th, 2024 Who Issues the W-2s for Private 457(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Administration | February 1st, 2024 Maintaining Successful Committee Requires Continuous Education, Right People A retirement plan committee should include a diverse range of individuals, as well as frequent fiduciary training and education, experts...
Ask the Experts | April 11th, 2023 Does the SECURE 2.0 Student Loan Provision Require a Matching Contribution? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 1st, 2022 What Are the Limits on a 457(f) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | June 28th, 2022 Are There Restrictions on 457(b) Plan Investments? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Deals and People | June 9th, 2022 2022 PLANSPONSOR Plan Sponsor of the Year Winners Announced Awards were given in nine categories representing various plan types and sizes.
Ask the Experts | May 17th, 2022 Maximum Loan Amount Across Multiple Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 22nd, 2022 Vesting Schedule Considerations for Eligible 457(b) Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | February 8th, 2022 Maximum Deferral When a 401(a), 403(b) and 457(b) Are Offered Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 4th, 2022 Additional Deferral Opportunities When 403(b) Isn’t Allowed Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 20th, 2021 Compensation Limit for 457(b) Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 5th, 2021 Maximum Deferrals to Both a 403(b) and 457(b) Plan Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Products | September 29th, 2017 OneAmerica Launches Tax-Exempt Center of Excellence The website offers digital tools, videos, tutorials and more to help plan sponsors in the tax-exempt field raise the retirement...
Products | September 21st, 2017 Voya Extends Framework Retirement Program to Tax-Exempt Market The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.