Ask the Experts | July 2nd, 2019 (b)lines Ask the Experts – Must a Nonelecting Church Plan Require Spousal Consent? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | June 25th, 2019 (b)lines Ask the Experts – Is a 1099-R Issued for 403(b) Plan-to-Plan Transfers? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | June 18th, 2019 (b)lines Ask the Experts – Vesting Upon a 403(b) Plan’s Discontinuance of Contributions Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | June 11th, 2019 (b)lines Ask the Experts – Must 403(b)s Adopt a Pre-Approved Plan Document? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
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.
Ask the Experts | May 21st, 2019 (b)lines Ask the Experts – Effect of Overtime Rules on Plan Administration Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | May 14th, 2019 (b)lines Ask the Experts – What Is an Equity Indexed Annuity? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | May 7th, 2019 (b)lines Ask the Experts – Early Distribution Penalties for Pre-Tax and Roth Accounts Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | April 30th, 2019 (b)lines Ask the Experts – Grandfathered Life Insurance Contracts in 403(b) Plans Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | April 23rd, 2019 (b)lines Ask the Experts – Vesting Rules for Governmental and Church Plans Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | April 16th, 2019 (b)lines Ask the Experts – Employer Contribution Calculation When Moving from Union to Non-Union 403(b) Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | April 9th, 2019 (b)lines Ask the Experts – What Is a 403(c) Contract Within a 403(b) Plan? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | April 2nd, 2019 (b)lines Ask the Experts – Are Paper Beneficiary Designation Forms Required? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | March 26th, 2019 (b)lines Ask the Experts – Timing for Coverage and General Nondiscrimination Testing Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | March 19th, 2019 (b)lines Ask the Experts – Can a Church Terminate a SIMPLE IRA and Establish a 403(b) in... Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | March 12th, 2019 (b)lines Ask the Experts – Participant Tax Implications of Taking a Hardship Withdrawal Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | March 5th, 2019 (b)lines Ask the Experts – What Type of Nonqualified Plan Is Allowed for a Governmental/Municipal Hospital? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | February 26th, 2019 (b)lines Ask the Experts – Can 403(b) Assets Be Transferred Into a New 401(k) Plan? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | February 12th, 2019 (b)lines Ask the Experts – Difference Between Investment in Annuity and Annuity Distribution Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.
Ask the Experts | February 5th, 2019 (b)lines Ask the Experts – Who Is Responsible for Maintaining Beneficiary Designations? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations.