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

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

by Jeff Chang | Nov 5, 2020 | 401(a), 457(b) Plans

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...
Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

by Jeff Chang | Sep 25, 2020 | Fiduciary Duties, Investments, Plan Administration

Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an occasional video conference. It’s hard to...
Take Your Pick – Employees Allowed to Choose Between Future 401(a) Plan Contributions and Future HRA Contributions

Take Your Pick – Employees Allowed to Choose Between Future 401(a) Plan Contributions and Future HRA Contributions

by Jeff Chang | Sep 3, 2020 | 401(a), Income Tax, Retiree Health

A recently issued IRS private letter ruling may provide public agencies and their employees with another way to give employees more control over the types of retirement benefits they will eventually receive. As we previously reported, governmental employers can...
Using a Plan Administration Expense Account  as Part of An Agency’s 457(b) or 401(a) Plan

Using a Plan Administration Expense Account as Part of An Agency’s 457(b) or 401(a) Plan

by Jeff Chang | Aug 11, 2020 | Plan Administration, Record-keeping

Not surprisingly, many cities and special districts no longer have monies available in their budgets to spend on things such as legal fees to analyze and correct plan administration problems and compliance issues. When it is not feasible for the plan sponsor to pay...
The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements

The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements

by Jeff Chang | Jul 27, 2020 | Investments, Plan Administration, Record-keeping

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 so they can...
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