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- Using a Section 115 Trust to Help Manage Pension Obligations 2.2k views | posted on September 13, 2017
- Public Agency Board Members’ Worker Classification Matters for Tax Purposes 1.3k views | posted on July 22, 2019
- If You Don’t Have a Section 218 Agreement, Watch Out for the Social Security “Gotcha” 1.2k views | posted on October 19, 2018
- Chapter 13: Some Things Are Worth Repeating – Beware of PTO Cash-Outs! 1k views | posted on April 22, 2014
- Using 457(b) Unforeseeable Emergency Distributions During the Coronavirus Crisis 1k views | posted on March 24, 2020
- Chapter 28: Why Cashing Out PTO Next Year Doesn’t Work 1k views | posted on August 15, 2016
- The CARES Act’s New Rules for Coronavirus-related Distributions from Governmental 457(b) Plans 893 views | posted on April 2, 2020
- Take Care When Cost-Sharing Under CalPERS 853 views | posted on November 7, 2019
- Why You Need to “Monitor” Full-time, Temporary Employees 852 views | posted on August 30, 2018
- COVID-19 Pandemic May Force Some Cities to Reset Employee Benefits 837 views | posted on May 11, 2020
Author Archives: Administrator Do Not Delete
Chapter 11: Exercise Caution When Using a Pre-approved “Governmental” Retirement Plan
By: Jeff Chang In the governmental non-ERISA marketplace, there are a number of investment providers and plan recordkeepers that offer and provide retirement plan documents for use by governmental employers that have been “pre-approved” by the IRS. Typically, these plans consist … Continue reading
Posted in Governmental plans, Governmental Retirement, Pre-Approved
Tagged governmental employer, governmental retirement plan, pre-approved governmental retirement plan, pre-approved plan, pre-approved retirement plan
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Chapter 10: Are You “Bitaxual”? If So, Watch Out!
By: Jeff Chang This entry comes to you with the help of my colleague Wendy Tauriainen. In our office, we enjoy the inside jokes of the pension and benefits world (yes there actually are jokes). One of them is the label … Continue reading
Posted in Governmental plans, Governmental Retirement, Retiree Health
Tagged public hospital, tax exempt government entities
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Chapter 9: Suffering A California Pension Reform Confusion Headache? This Might Help
By: Jeff Chang A recent matter that came to our firm involving interpretation of the California Public Employees’ Pension Reform Act of 2013 (PEPRA) brought to light yet another painfully confusing question. What exactly is a “new member?” During a recent … Continue reading
Posted in Pension, PEPRA
Tagged California Pension Reform, Class Members, new member, PEPRA
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Chapter 7: What’s It Worth?
By: Jeff Chang With the January 31 deadline for issuing 2012 Forms W-2 behind you, many agencies are breathing a sigh of relief. However after reviewing what we have to say, some of you may decide that it’s time for a … Continue reading
Posted in Health Coverage
Tagged California tax, Domestic partner, Government Benefits, health coverage, healthcare, registered domestic partner, tax
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Chapter 6: The New Year Brings Compliance With Pension Reform
By: Jeff Chang Although there has been much talk, good and bad, about California’s recent attempt at public pension reform, the fact is that the Public Employees Pension Reform Act of 2013 (PEPRA) is now the law of the State and … Continue reading
Posted in Pension Reform, PEPRA, Retiree Health
Tagged California Pension Reform, California Public Employees Pension Reform Act of 2013, Government Benefits, Government Pensions, pension reform, PEPRA, Public Pensions
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