Administration | March 14th, 2025 Retirees Taking 1st RMDs Must Do So by April 1 The IRS rule applies to most participants in workplace retirement plans and all traditional IRA owners.
Ask the Experts | March 11th, 2025 Can Employer Contributions to a 457(b) Plan be Designated Roth? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | February 4th, 2025 Can 457(b) Plans Offer CITs? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 3rd, 2024 What Are the W-2 Reporting Requirements for 457(b) Private Tax-Exempt Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | November 12th, 2024 What Are the 2025 Maximum Deferral Limits When 403(b), 457(b) Plans Are Present? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 17th, 2024 Can Self-Certification be Used for Unforeseeable Emergency Distributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 27th, 2024 How Should a 457(b) Plan Determine Normal Retirement Age? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | July 23rd, 2024 How Do Plan-to-Plan Transfers Differ in Governmental and Private 457(b) Plans Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits | April 1st, 2024 Know Your DC Plans Tax-exempt, church and governmental employers have a wide range of considerations when picking what retirement plan, or plans, to offer.
Ask the Experts | March 12th, 2024 Can a 457(b) Plan Document Get IRS Approval? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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 | August 29th, 2023 What Are the Differences Between Plan-to-Plan Transfers and Rollovers? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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 | January 10th, 2023 Does SECURE 2.0 Require Immediate Action by 403(b) Plan Sponsors? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 20th, 2022 What Are The Maximum Deferral Limits When Both A 403(b) and 457(b) Plan Are In Place? 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 | October 4th, 2022 When Can an Employee in a 457(b) Plan Use A Three-Year Catch-Up Election? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | September 13th, 2022 How Do You Determine Catch-Up Contributions in a 457(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | July 12th, 2022 When Do RMDs Have to Start and What Is Maximum Normal Retirement Age? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.