IRS Reminds Tax-Exempts About Deadline to File Form 990
During a previous project, the agency found some organizations didn’t know their tax-exempt status affected their eligibility to sponsor a...
Tag: 403(b) plans
Are Employee Mandatory Contributions to 403(b)s Reported on W-2s?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Lawsuit Alleges Participant Price for University of Tampa Plan Is Too High
The plaintiff argues that similar university lawsuit settlements have helped to drive down fees, and changes the university made last...
403(b) Lawsuit Targeting WakeMed Rapidly Settles
In their short-lived complaint, the plaintiffs suggested WakeMed fiduciaries have not acted prudently in the operation of the 403(b) retirement...
Congressman Again Pushes for Expanding Investment Options in 403(b)s
A lack of access to the same investment types allowed in other DC plans means 403(b) plan participants are missing...
Sponsor Offers a 403(b), 401(k) and 457(b): Can an Employee Contribute to All Three?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Lifetime Income Illustrations for 403(b) Plans With Annuities
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Opinions |
SECURE Act 2.0 Could Be a Game Changer for Retirement Planning
Syed Nishat, with Wall Street Alliance Group, discusses anticipated changes from retirement plan legislation introduced at the end of last...
Can Beneficiaries Elect Timing of Payments From Inherited 403(b) Assets?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Washington Watchers See Good Prospects for Further Retirement Reforms
Among the potential retirement policy solutions that could become law in 2021 is a provision to allow 403(b) plans to...
Products |
Equitable Launches Open Architecture Platform for ERISA and Non-ERISA Plans
It also include 3(21), 3(38) and 3(16) fiduciary support for plan sponsors
What If a Participant Received a CRD After December 31?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Participants in Terminated 403(b) Plan File ERISA Lawsuit
The plaintiffs allege the use of actively managed funds and higher-cost share classes caused them to lose millions.
What Are Surrender Fees?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Self Employed Ministers’ 403(b) Contributions’ Effect on Compensation
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
403(b) Plan Investment Lineups Have Changed
Since regulations were passed in 2007, mutual funds have been embraced more by 403(b) plan sponsors and participants, and mutual...
Terminate a Plan or Merge Plans When Organizations Merge?
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
QNEC for a Prior Year and the 415 Limit
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Retirement Plan Tax Deductions/Credits for Tax-Exempt Sponsors
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
NAGDCA Expects Movement on Retirement Reform in 2021
Priorities of the National Association of Government Defined Contribution Administrators is in recently introduced legislation, including allowing 403(b) plans to...