Ask the Experts | February 27th, 2024 How Can a 402(g) Excess Deferral Be Corrected? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | October 24th, 2023 Do 403(b) Plan Sponsors Have to Recover Small Overcontributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | July 20th, 2021 IRS Updates EPCRS With Additional Corrections Among other changes, the agency has introduced two new correction methods for overpayments to DB plan participants or beneficiaries.