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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
Category Archives: Investments
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 Administrator duties and responsibilities
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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 3(38), adviser selection, investment adviser, RFP
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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 3(38), bundled, open architecture, unbundled
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Understanding the Fees Paid by Your Governmental Retirement Plan
By Jeff Chang There are several fundamental principles and concepts that governmental plan sponsors and fiduciaries need to bear in mind as they select and monitor their plan providers and the fees that these providers charge.
Posted in 401(a), 457(b) Plans, ERISA, fiduciary, Governmental plans, Investments, Plan Fees, record-keeping
Tagged fees, stable value
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Rules Governing Your Participant-Directed 457(b) or Defined Contribution 401(a) Plan
By Jeff Chang Many cities and special districts in California maintain one or more defined contribution retirement plans (i.e., a 457(b) or 401(a) plan) in which the participants are given investment responsibility over their respective accounts. However, many agencies are … Continue reading
Posted in 401(a), ERISA, fiduciary, Governmental plans, Investments, Plan Administration
Tagged 404(c), participant-directed
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