Category Archives: record-keeping

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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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

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Retirement Plan Changes During COVID-19: Steps Public Agencies Should Follow

By Jeff Chang Although many employers plan to make changes to their retirement plans to take advantage of employee-friendly CARES Act provisions, public agencies should not blindly adopt recommended changes without thinking about the steps involved.

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