Administration | November 4th, 2024 What SECURE 2.0 Provisions Should Plan Sponsors Be Aware Of in 2025? Vanguard’s David Stinnett discusses the handful of changes going into effect that will impact retirement plan administration next year.
Ask the Experts | October 29th, 2024 Which Long-Term, Part-Time Employees Can Be Excluded From a 403(b) Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 15th, 2024 How Do New Long-Term, Part-Time Rules Apply to Student Employees in 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | October 4th, 2024 Regulators Clarify Part-Time Eligibility Rules for ERISA 403(b) Plans The guidance provides additional clarity on which part-time employees can be excluded from contributing to a plan.
Compliance | January 26th, 2024 Stakeholders Ask for Enforcement Delay on Part-Time Eligibility Rules SECURE 2.0 requires part-timers to be made eligible for elective contributions after two years of service.
Ask the Experts | December 5th, 2023 How Does the New Long-Term Part-Time Rule Affect 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | November 30th, 2023 Plan Sponsors Get Clarity and Some New Questions in IRS Part-Time Eligibility Rules The post-Thanksgiving rule proposal will require a close look and potential plan design changes in the coming weeks for employers...