Category Archives: Uncategorized

Public Agency Plan Administrators Need to Keep Track of Participants Before They Go “Missing”

By Jeff Chang Although “governmental” plans are not subject to ERISA and the guidance issued by the U.S. Department of Labor (DOL), public agency plans in California are subject to ERISA-like rules and would benefit from following the DOL’s recent … Continue reading

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Are Charter Schools Considered “Governmental” for Retirement Plan Purposes?

By Jeff Chang In California, charter schools are public schools that do not charge tuition or impose special entrance requirements, but are generally operated on an independent basis from local school systems. Because of the “public” nature of these schools … Continue reading

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Are Your Agency’s Retirement Plan Committee Meetings Subject to the Brown Act?

By Jeff Chang In addition to properly identifying your retirement plan fiduciaries, and substituting a knowledgeable administrative committee in place of your governing board or council, California local agencies also need to consider whether the meetings of their administrative committee … Continue reading

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Why You Need to “Monitor” Full-time, Temporary Employees

By Jeff Chang Due to budget restrictions and general hiring freezes, many California public agencies are forced to fill workforce gaps with temporary employees from staffing agencies. This practice, while quite common, is not well-understood — particularly when it comes to … Continue reading

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Time for a Defined Contribution Plan Checkup?

By Jeff Chang Many public sector employers maintain various defined contributions plans (either 401(a) or 457(b)) in addition to their participation in a large, public-defined benefit system, such as CalPERS, CalSTRS or a ’37 Act county plan. There are a … Continue reading

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