Category Archives: Plan Administration

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

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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

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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

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Problems with Co-Provider 457(b) Plan Arrangements

By Jeff Chang There is a novel recordkeeping and plan investment arrangement for governmental 457(b) plans that could create a number of problems for the plan’s sponsor, fiduciaries and participants. There may be a significant number of these arrangements throughout … Continue reading

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