Opinions |
Retirement Trends to Watch in 2023
As larger numbers of Americans near retirement age, a renewed focus on retirement income is expected.
Voices
Is There Any Update on Using CITs in 403(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Are There Annual or Lifetime Limitations on Roth Conversions?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
When Are SECURE and CARES Acts Plan Amendments Due?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can A 403(b) Plan Continue to Provide Benefits Once The Sponsoring Organization Shuts Down?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Responsibilities and Liabilities Come With Signing The Form 5500?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Kind of Payments Can a Hardship Request Cover When Buying a Home?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Are the Limits on a 457(f) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Would A Change in RMD Rules for 403(b) Plans Apply to Participants With Multiple Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Can a Current Active Participant Transfer Assets From a Frozen Plan To an Active ERISA 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.
When Can an Employee in a 457(b) Plan Use A Three-Year Catch-Up Election?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Does a Plan’s Name Have to Change When a Plan Sponsor’s Name Changes?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Qualifies as an ‘Immediate and Heavy Financial Need’ Under Hardship Withdrawal Rules?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Personalization and the DC System
A typical platform might use age and salary to generate investment recommendations. What additional factors could lead to more customized solutions?
How Do You Determine Catch-Up Contributions in a 457(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
How Do We Treat Rehires in an Auto-Enrolled 403(b) Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
What Policies Does Our Plan Need?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
Retiree Challenges, Attitudes and Retirement Income Priorities
Research by the DCIIA Retirement Research Center helps gauge attitudes about savings, spending and financial wellness in retirement.
Can an Alternate Payee Designate a Beneficiary?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.