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Groom Law

In network coverage since August 17, 2026 · 15 stories

Network coverage

policy

Zero-balance 403(b) staff may still count on Form 5500, Groom attorneys say

The 2023 change generally excludes eligible zero-balance employees from the status count, but other Form 5500 lines may still require them, the attorneys say.

policy · Oct 19Eleventh Circuit ends ERISA exhaustion for statutory claims

policy · Sep 21ESOP valuation bill moves the litigation target to appraisers

policy · Sep 16Groom's new hire bets ERISA's next fight is the plan menu

policy · Sep 9A participant's paper request survives digital delivery

policy · Aug 28IRS gives rollovers a common form, a five-step standard

policy · Aug 27Payroll vendors are the gatekeepers of the Trump Account

policy · Aug 24IRS proposal moves the deduction line on retroactive benefit increases

policy · Aug 19Mandatory contributions count against the Section 415 annual additions cap

policy · Aug 19Abuse-of-discretion review extends to plan investment suits

policy · Aug 18Trump account proposal caps contributions and bars trustee steering

policy · Aug 18DOL proposes extending e-delivery rules to group health plans

policy · Aug 18EBSA bulletin resets ESOP enforcement priorities

policy · Aug 18Final UBIT rules lock in the tax for retirement-plan investors in private funds

policy · Aug 17Saver's Match guidance settles eligibility, leaves delivery open

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