Ask the Experts | June 2nd, 2020 What Entities Can Sponsor a 457(b) Plan? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 5th, 2020 How to Terminate a 457(b) Plan of a Tax-Exempt Sponsor Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 31st, 2020 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.
Ask the Experts | March 17th, 2020 Distribution Reporting for 457(b) Plans Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Ask the Experts | December 10th, 2019 Defining ‘Severance of Employment’ for 457(b) Plan Distributions Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Products | May 30th, 2019 AXA Files for Annuity Exchange Offer The offer is being made to participants in a small number of plans in which the plan sponsor has decided...
Products | May 2nd, 2019 FPS Group Offers Individualized Advice to 403(b) and 457(b) Plan Participants AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space, and one...
Ask the Experts | March 5th, 2019 (b)lines Ask the Experts – What Type of Nonqualified Plan Is Allowed for a Governmental/Municipal Hospital? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | October 30th, 2018 (b)lines Ask the Experts – Turning Salary Into Employer Contributions When Limits Are Met “One of our employees, who consistently defers the maximum to both our 403(b) retirement plan and 457(b) deferred compensation plans,...
Products | September 27th, 2018 403(b) and 457(b) Plan Recordkeeper Enhances Platform IPX is a modernization of traditional recordkeeping platforms that serve plans with multiple providers.
Ask the Experts | June 19th, 2018 (b)lines Ask the Experts – When There Are Limits on Participation in 457(b)s “I used to work for a private tax-exempt organization, but I recently took a job with a public university. In...
Products | June 13th, 2018 FPS Group Enhances Recordkeeping Platform The 403(b) and 457(b) plan recordkeeper offers participant enrollment, investment transparency, transactions processing and increased plan oversight.
Compliance | June 12th, 2018 Oregon Halts Move to Public DC Participant Investment Choice A review found that a bill allowing employees who participate in the state’s individual account plan to select their own...
Compliance | October 31st, 2017 IRS Letter May Open Door for Auto Enrollment in More Governmental 457 Plans In response to a private letter ruling from the IRS, ICMA-RC will provide its public-sector clients with a model 457(b)...
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.