IRS Notice Defines Retirement Plan Tax Distribution Exceptions
The IRS has provided guidance on certain exceptions from the 10% tax penalty for emergency personal or family expenses and...
Tag: retirement plan distributions
Who Issues the W-2s for Private 457(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Is a Fully Paid Individual Insurance Annuity Contract?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Terminated Employee Roll Over Assets To a Sister Company’s Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Does a Roth Distribution Into an IRA Affect Subsequent IRA Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does a Disability Affect 457(b) Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Are the Differences Between Plan-to-Plan Transfers and Rollovers?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
TIAA Joins Major Recordkeepers in Portability Services Network
The Retirement Clearinghouse, focused on the portability of retirement savings, continues to expand.
How Does the SECURE 2.0 Act Affect Qualified Distributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
DOL Sues Defunct Firm for Retirement Asset Distributions
A new Department of Labor lawsuit targeted a telemarketing company that closed without processing workers’ retirement claims.
How Important Are Proper Termination Dates for Retirement Plan Compliance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Reform Moves Forward in the Senate
The Senate now has two bills out of committee that will have to be reconciled with a companion House bill...
Should a Rehired Employee Be Allowed to Withdraw a Prior Account Balance?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Plan Distributions for Incarcerated Persons
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Spousal Protections in DC Plans Eyed by Key Senators
Lawmakers have asked the Government Accountability Office to study the need for greater spousal protections in defined contribution retirement plans.
Confluence of Events Might Affect Plan Size
Retirement plan sponsors should keep an eye on asset flows to maintain purchasing power and understand participant needs.
Cybersecurity, Preventing Plan Leakage Top of Mind for Sponsors
Retirement plan sponsors shared in a survey the steps they have taken, or plan to take, to reduce plan leakage...
Senators Ask IRS to Examine Policies on Survivors’ Pension Benefits
They say current regulatory guidance has led to members of the LGBTQIA+ community being denied survivor benefits after losing their...
Small Balance Cashouts When Annuity Contracts Don’t Allow Them
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
IRS Addresses Labor Shortages With FAQs About Rehiring Retirees
The agency has issued two FAQ documents addressing pension plan rules when rehiring retirees and says federal departments are holding...