Ask the Experts | October 8th, 2024 What are the IRS Deadlines for 403(b) Plan Restatement and Amendment? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | September 16th, 2024 IRS Reminds Plan Sponsors of Plan Amendment Deadlines The IRS ‘grab bag’ notice provides several extended deadlines for both required and discretionary retirement plan amendments.
Ask the Experts | January 24th, 2023 How Does SECURE 2.0 Affect The Due Date for SECURE and CARES Act Plan Amendments? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 17th, 2023 Should We Continue to Refer to Our 403(b) Plan by an Outdated Name?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.
Ask the Experts | November 29th, 2022 When Are SECURE and CARES Acts Plan Amendments Due? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | April 2nd, 2019 IRS Updates Operational Compliance List for Retirement Plans 2019 items for which plan amendments may be needed include changes to hardship withdrawal regulations, retirement plan relief for victims...
Compliance | November 22nd, 2017 2017 Year-End Deadlines and Tips for Retirement Plans 2017 happens to be a light year for required plan amendments for retirement plans.