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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
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- Using 457(b) Unforeseeable Emergency Distributions During the Coronavirus Crisis 1k views | posted on March 24, 2020
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Tag Archives: severance from employment
Public Agency Furloughs & Distributions from Retirement Plans During COVID-19
By Jeff Chang As many California public agencies are forced to furlough employees during the COVID-19 pandemic, questions arise as to how furloughs are treated for retirement plan distribution rules’ purposes.
Posted in 401(a), 457(b) Plans, Plan Administration, Plan Qualification
Tagged distributable event, furlough, severance from employment
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A 457(b) Plan Distribution Depends on Which 457(b) Plan You’re In
By Jeff Chang With very few exceptions, the rules governing governmental 457(b) plans require a “severance of employment” to occur before a distribution can be made. Recently, we came across yet another of those arcane, little-known rules that will likely … Continue reading
Posted in 457(b) Plans, Governmental plans, Plan Administration
Tagged CalPERS 457(b) plan, multiple employer 457(b), severance from employment
Comments Off on A 457(b) Plan Distribution Depends on Which 457(b) Plan You’re In