Category Archives: Governmental plans

Public Agency Retirement Plan Documents: Are They Properly Signed and Dated?

By Jeff Chang Based on numerous requests for plan documents from public agency clients, we know that many cannot find complete sets of their historical and current retirement plan documents that are properly authorized, signed and dated. If this sounds … Continue reading

Tagged , , | Comments Off on Public Agency Retirement Plan Documents: Are They Properly Signed and Dated?

CARES Act Authorizes Limited Employer Repayment of Student Loans

By Jeff Chang Public agency employers trying to recruit or retain highly skilled or highly paid younger workers (e.g., doctors, nurses, IT specialists, engineers) may want to take advantage of a limited employer-paid benefit under the CARES Act. This limited-time … Continue reading

Tagged , , , | Comments Off on CARES Act Authorizes Limited Employer Repayment of Student Loans

COVID-19 Pandemic May Force Some Cities to Reset Employee Benefits

By Jeff Chang As the harsh realities of the coronavirus pandemic, along with its widespread impact on all aspects of daily life, continue to shock and numb us all, many cities have already been identified as “high risk” from a … Continue reading

Tagged , , , | Comments Off on COVID-19 Pandemic May Force Some Cities to Reset Employee Benefits

Taking Advantage of Governmental Retirement Plan Contribution Limits

By Jeff Chang Many governmental 457(b) deferred compensation and 401(a) defined contribution plan sponsors do not take full advantage of the contribution limits for these plans. To do this, you need to understand: the limits, who they apply to, how … Continue reading

Tagged , , , , , | Comments Off on Taking Advantage of Governmental Retirement Plan Contribution Limits

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.

Tagged , | Comments Off on Understanding the Fees Paid by Your Governmental Retirement Plan