Ask the Experts | August 13th, 2024 How Does SECURE 2.0’s Mid-Year Termination of SIMPLE IRAs Work? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | August 29th, 2023 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.
Data and Research | March 1st, 2022 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...
Ask the Experts | October 12th, 2021 403(b) Account Rollover for Non-Spouse Beneficiary Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Products | September 22nd, 2021 Vanguard to Offer Auto-Portability Solution to 401(k) Plan Clients The firm is partnering with Retirement Clearinghouse to help plan sponsors simplify small-balance 401(k) rollovers.
Products | October 2nd, 2020 New Firm Ready to Launch 401(k) Account Search and Rollover Solution Capitalize says its platform supports employers by helping them lower fees paid to administer their 401(k) plans and by freeing...
Compliance | August 19th, 2020 IRS Issues NPRM for Qualified Plan Loan Offset Amounts The Tax Cuts and Jobs Act provided for an extension of the period a retirement plan participant has to roll...
Compliance | August 17th, 2020 IRS Updates Model Rollover Notices to Reflect SECURE Act Changes The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of...
Compliance | January 6th, 2020 How the SEC’s Reg BI Will Affect Retirement Plan Sponsors and Participants While participants will be affected more than sponsors, sources say it is a best practice for sponsors to know when...
Ask the Experts | November 26th, 2019 Rolling a Roth IRA Into a 403(b) Plan Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Opinions | November 5th, 2019 Ask the Experts – Can In-Service Distributions Be Rolled Over? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Administration | October 29th, 2019 Rollover Rules Between Different Plan Types Retirement plan sponsors need to understand IRS rules for rollovers and what they should consider before accepting one.
Ask the Experts | September 17th, 2019 (b)lines Ask the Experts – Can a 401(a) Plan Account be Rolled Into a 403(b) Plan? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Participants | July 31st, 2019 Participants Need More Education About Distribution Options Forty-two percent of those between the ages of 35 and 65 who left a job where they had money in...
Data and Research | June 21st, 2019 Many Terminated Participants Keeping Retirement Plan Balances Invested Alight Solutions also found improved savings behaviors in its 2019 Universe Benchmarks report.
Data and Research | June 20th, 2019 Rolling Over Retirement Assets Creates Greater Retirement Income Adequacy Not rolling defined contribution (DC) plan assets into an IRA or another DC plan has a very material impact on...
Ask the Experts | June 4th, 2019 (b)lines Ask the Experts – Rolling 403(b) Funds Back to a Prior 403(b) Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Products | January 29th, 2019 Wolters Kluwer Makes Retirement Plan Distribution Processes Easier New integrations make filling out Form 1099s and rollovers to individual retirement accounts (IRAs) automatic.
Compliance | September 24th, 2018 IRS Modifies Safe Harbor Explanations for Rollovers The modifications take into consideration changes related to qualified plan loan offsets and other statutory changes.
Ask the Experts | July 3rd, 2018 (b)lines Ask the Experts – Direct Rollovers for 403(b) Plans Funded by 403(b)(7) Custodial Accounts “Is a custodial account 403(b) plan under IRC 403(b)(7) an “eligible retirement plan” for purposes of the direct rollover rules?...