MissionSquare’s Andre Robinson Talks Challenges, Opportunities for 403(b) Plans
The CEO and president of MissionSquare discussed plans to expand emergency savings for public sector workers, as well as the...
Tag: 403(b) plans
House Financial Services Committee Advances Bill on CITs in 403(b) Plans
Whether non-ERISA 403(b) plans should have access to invest in collective investment trusts was a point of contention during the...
Do Both ERISA and the Internal Revenue Code Have Prohibited Transaction Rules?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
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.
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.
Retirees Taking 1st RMDs Must Do So by April 1
The IRS rule applies to most participants in workplace retirement plans and all traditional IRA owners.
PLANSPONSOR Roadmap Series: Special Considerations for 403(b) Plans
403(b) plan sponsors face unique challenges when complying with certain SECURE 2.0 provisions, such as long-term, part-time rules and joining...
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.
House Financial Services Committee Seeks Feedback on 403(b) Access to CITs
After a hearing on Wednesday, the committee seeks feedback on several legislative proposals, including one that would allow 403(b) plans...
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.
Benefits |
Bills to Allow CITs in 403(b) Plans Reintroduced in House, Senate
The Retirement Fairness for Charities and Education Institutions Act of 2025 was reintroduced by a bipartisan group of senators and...
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.
IRS Issues 2024 Required Amendment List for Qualified and 403(b) Plans
Plan sponsors of qualified plans and 403(b) plans may need to make plan amendments to comply with tax law.
CIT Provider, Attorney Reps Press for 403(b) Access to CITs
Great Gray trust and two law firms have sent letters to U.S. Senators pressing for them to pass a bill...
What Are the Restatement Deadlines for Preapproved Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Advocacy Groups Urge Senate Banking Committee to Reject CITs in 403(b)s
Six investor advocacy groups wrote that allowing 403(b) plans to invest in collective investment trusts would put the ‘most vulnerable’...
What Are the 2025 Maximum Deferral Limits When 403(b), 457(b) Plans Are Present?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.