Ask the Experts | June 3rd, 2025 Can 403(b) Plan Sponsors Join a MEP or a PEP? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 27th, 2025 Can 403(b) Plan Annuities Be Mapped to Replacement Funds? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 20th, 2025 Is the IRS’ Self-Correction Program Available to Governmental Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 13th, 2025 Can Plan Sponsors Reduce Plan Loan Minimums to Less Than $1,000? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | May 6th, 2025 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.
Ask the Experts | April 29th, 2025 Are CITs Approved as Investments in 403(b) Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 22nd, 2025 Why Was DC-Roth Income Limit Part of 2025 Notice, When It Is Not Effective Until 2026? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | April 15th, 2025 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 | April 8th, 2025 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.
Ask the Experts | April 1st, 2025 Can Plan Sponsors Self-Correct Late Elective Deferral Remittances? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | March 25th, 2025 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.
Ask the Experts | March 18th, 2025 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.
Ask the Experts | March 11th, 2025 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.
Ask the Experts | March 4th, 2025 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.
Ask the Experts | February 25th, 2025 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.
Ask the Experts | February 18th, 2025 Is There a Deadline for True-Up Contributions? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | February 11th, 2025 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.
Ask the Experts | February 4th, 2025 Can 457(b) Plans Offer CITs? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 28th, 2025 Can 403(b) Sponsors Offer Money-Purchase Plans? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ask the Experts | January 21st, 2025 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.