Category Archives: Uncategorized

What Happens to Participants’ 457(b) Deferral Elections When they Pass Away?

Just the other day, a public agency client contacted us to find out what to do with a participant’s 457(b) plan deferral election following the participant’s untimely death due to COVID. As with most cases, cities and special districts would … Continue reading

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

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 guidance on missing … Continue reading

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

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 and the fact … Continue reading

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

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 are subject to … Continue reading

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

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 eligibility for … Continue reading

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