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Required Minimum Distributions (RMDs) – The Out of Sight, Out of Mind Problem

Required Minimum Distributions (RMDs) – The Out of Sight, Out of Mind Problem

by Jeff Chang | Nov 21, 2017 | 401(a), Plan Administration

We all sometimes lose track of things hidden away in the back of the closet or fail to stay in touch with friends we haven’t heard from or seen in a while. These common tendencies can cause inconvenience in our everyday lives — but may lead to catastrophic failures...
SECURE 2.0 Impacts on Governmental Plans

SECURE 2.0 Impacts on Governmental Plans

by Jeff Chang | Jan 23, 2023 | 401(a), 403(b), Governmental Benefits, Plan Administration, Plan Qualification

This post highlights many of the significant law changes affecting governmental retirement plans that are part of the recently adopted Secure 2.0 Act of 2022 (the Act). The table below simply highlights “what” is changed, “when” the change takes effect, and “whether”...
Does Your Agency’s Plan Have Dormant Accounts That Should Be Paid Out?

Does Your Agency’s Plan Have Dormant Accounts That Should Be Paid Out?

by Jeff Chang | Aug 18, 2021 | 401(a), 457(b) Plans, Plan Administration, Plan Qualification, Record-keeping

Quite often, a review of the participant status within an agency’s 401(a) and 457(b) plans will reveal that the plans have a large number of dormant accounts – accounts relating to previously terminated, deceased, or divorced employees (who have divided their accounts...

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