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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
Tag Archives: california retirement
Chapter 19: Get the IRS’ Blessing for Your 401(a) Plan – Before It’s Too Late
By: Jeff Chang The IRS has just announced major changes to its program for reviewing and approving the qualified status of certain retirement plan documents (see, Announcement 2015-19). Essentially, the Service is doing away with its program for issuing determination letters … Continue reading
Posted in Employer's Government Status, Governmental Retirement, individually designed plan, IRS plan review, Pension, Pre-Approved
Tagged california governmental retirement, california retirement, governmental retirement plan, individually designed plans, IRS qualified
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Chapter 16: Same-Gender Spouse Ruling Requires Review Of Public Retirement Plans
By: Jeff Chang On June 26, 2013, in United States v. Windsor (Windsor), the Supreme Court decided that section 3 of the Defense Of Marriage Act (DOMA) was unconstitutional. DOMA had limited “marriage” to opposite-gender couples for purposes of federal law. … Continue reading
Posted in Governmental Retirement, Pension, Windsor
Tagged california retirement, DOMA, Domestic partner, Fiduciary Duty Government Pension, governmental retirement plan, Windsor
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Chapter 2: Don’t Stand Around Asking If The Sky Is Falling – The Wrong Question Is More Dangerous Than The Wrong Answer
By: Jeff Chang Since the Stanford Institute For Economic Policy Research (SIEPR) issued its latest report on California’s public pension spending, a fair amount has been written by those who are seriously concerned about the potentially enormous size of the unfunded … Continue reading
Posted in Pension, Retiree Health
Tagged california employer, california pensions, california retirement
Comments Off on Chapter 2: Don’t Stand Around Asking If The Sky Is Falling – The Wrong Question Is More Dangerous Than The Wrong Answer