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

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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

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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

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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

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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

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