Category Archives: Investments

Plan Administrators, Plan Committees, and Public Agency 457(b) Plans

By Jeff Chang Many investment advisors for public agency 457(b) plans believe that their public agency clients must have a retirement plan committee in order for the plan to have a proper plan administrator or fiduciary structure. As discussed below, … Continue reading

Posted in Administrative Committee, fiduciary, Investments, Plan Administration, Plan Administrator | Tagged | Comments Off on Plan Administrators, Plan Committees, and Public Agency 457(b) Plans

Moving Between 457(b) Recordkeepers When a Stable Value Fund is Involved

By Jeff Chang Many public agency 457(b) plans offer a stable value fund investment option. When a plan moves to a new 457(b) plan recordkeeper, the plan’s investment lineup will usually change. In those cases where the lineup includes a … Continue reading

Posted in 457(b) Plans, Investments, Plan Administration, record-keeping | Tagged , , , , | Comments Off on Moving Between 457(b) Recordkeepers When a Stable Value Fund is Involved

The Duties and Responsibilities of a 457(b) or 401(a) Plan Administrator

By Jeff Chang A surprisingly large number of public employees accept appointment as the plan administrator, or a member of the administrative committee, for their agency’s 457(b) or 401(a) plan. An explanation of the typical duties and responsibilities of a … Continue reading

Posted in 401(a), 457(b) Plans, Administrative Committee, Investments, Plan Administration, Plan Administrator, record-keeping | Tagged | Comments Off on The Duties and Responsibilities of a 457(b) or 401(a) Plan Administrator

Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

By Jeff Chang Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an … Continue reading

Posted in fiduciary, Investments, Plan Administration | Tagged , , , | Comments Off on Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements

By Jeff Chang When it comes to retirement plan servicing arrangements for most public agencies, there are basically two flavors: bundled and unbundled. It is important for public plan sponsors and plan fiduciaries to understand the differences between these arrangements … Continue reading

Posted in Investments, Plan Administration, record-keeping | Tagged , , , | Comments Off on The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements