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.
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.
Products | December 9th, 2022 New Plan-Design Summary Tool For Retirement Plan Sponsors, Service Providers The tool was launched to streamline retirement plan onboarding and to save users time in the process.
Compliance | September 29th, 2022 Plan Amendment Deadlines Extended for 2 Provisions The IRS is extending deadlines for amending plans for certain provisions of the CARES Act and the Taxpayer Certainty and...
Compliance | August 5th, 2022 Plan Sponsors Have More Time for Certain Plan Amendments The IRS is extending deadlines for amending plans for certain provisions of the SECURE Act and other legislation.
Compliance | April 25th, 2022 IRS Publishes Additional 403(b) Plan Document Guidance An information package contains a listing of required modifications and sample language for nearly any provision a plan might include.
Compliance | January 31st, 2022 IRS Issues 2022 Cumulative List for 403(b) Plans It identifies changes in the requirements of Section 403(b) of the Internal Revenue Code that the agency will take into...
Compliance | January 11th, 2022 Plan Sponsors Might Mitigate ERISA Lawsuits With Defensive Provisions Sponsors can craft retirement plan document language to manage their exposure to claims for benefits and other Employee Retirement Income...
Compliance | December 1st, 2021 IRS Issues 2021 Required Amendments List The changes in requirements that would necessitate an amendment relate to the special financial assistance (SFA) program for financially troubled...
Compliance | September 28th, 2021 Plan Document Restatements Essential to Retirement Plan Compliance As Cycle 3 for retirement plan restatements gets underway, sources discuss the purpose of document restatements and what happens if...
Ask the Experts | September 28th, 2021 Selecting a Normal Retirement Age in the Plan Document Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | September 9th, 2021 IRS Issues Procedures for 403(b) Plan Remedial Amendment Cycle 2 The IRS says it is modifying the procedures for the 403(b) pre-approved plan program to be more similar to those...
Products | August 10th, 2021 Defined Benefit Compliance Software Added to ftwilliam Suite of Services The new solution provides a complete valuation, testing and proposal system.
Products | February 11th, 2021 Transamerica Partners With Notarize on Online Notary Services Their offering will enable participants to notarize important retirement plan documents without leaving their home.
Ask the Experts | December 1st, 2020 Deadline to Amend Plan for CARES Act Loan Provision Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | November 23rd, 2020 IRS Publishes 2020 Required Amendments List There are no changes in requirements that generally require an amendment, but there are two changes that may require one.
Ask the Experts | September 15th, 2020 Relief for Distributing Summary Plan Descriptions Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Compliance | August 10th, 2020 Recent Acts Will Require Plan Amendments Retirement plan sponsors will need to be aware of select modifications depending on their plan type, as well as key...
Products | April 15th, 2020 Ameritas Waives Fees to Relieve COVID-19 Financial Burdens Plan sponsors can opt in to the voluntary provisions.
Products | April 13th, 2020 Pentegra Waives Coronavirus Amendment Fees “These are challenging times, unlike what most of us have ever seen,” says Pentegra President and CEO John Pinto.