How Does the 5-Year Holding Period Work for Distributions From In-Plan Roth Conversions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts
Can a 403(b) Plan Impose a Minimum Age Requirement for Employees’ Elective Deferrals?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Plan Sponsors Self-Correct Late Elective Deferral Remittances?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can Plan Sponsors Correct 2024 402(g) Excess Deferrals?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are Separate Deferrals Needed for Regular Contributions and Roth Catch-Ups?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can Employer Contributions to a 457(b) Plan be Designated Roth?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Are Wages Considered to Determine the Need for Roth Catch-up Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do Section 415 Contributions Limits Work Across Plan Types?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Is There a Deadline for True-Up Contributions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Will Plan Sponsors Need New Catch-Up Deferrals for High Earners in 2026?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can 457(b) Plans Offer CITs?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can 403(b) Sponsors Offer Money-Purchase Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Do New-Plan Auto-Enrollment Rules Apply to Existing Employees?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do Different Plan Contribution Safe Harbors Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Has Anything Changed for Completing Plan Participants’ W-2 Forms?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Can Sponsors Recover Overpayments to 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do True-Up Contributions Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Are the W-2 Reporting Requirements for 457(b) Private Tax-Exempt Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Plan Require That All Contributions Be Roth?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Are the Restatement Deadlines for Preapproved Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.