ERISA Rules of the Road
Experts recommend retirement plans conduct fiduciary education and training sessions at least annually and any time a new member joins...
Tag: plan documents
Fiduciary Basics for New Plan Sponsors
Who are retirement plan fiduciaries and what does ERISA require them to do?
Can a Plan Sponsor Waive Account Fees for Small Accounts?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Pro-Rata Rules Mean When Taking Plan Distributions
Both IRS and plan rules can affect how participants can draw down their pre-and post-tax retirement accounts.
Can a 457(b) Plan Document Get IRS Approval?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
DOL Sues Shuttered Law Firm Over Participant’s Assets
The McCullough, Campbell & Lane LLP retirement savings plan owes an average of more than $200,000 to 25 participants.
Should We Continue to Refer to Our 403(b) Plan by an Outdated Name?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Policies Does Our Plan Need?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
(b)lines Ask the Experts – Must 403(b)s Adopt a Pre-Approved Plan Document?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.