Focus On Public Benefits
  • Categories
    • 401(a)
    • 403(b)
    • 457(b) Plans
    • Fiduciary Duties
    • Governmental Benefits
    • Pension
    • Plan Administration
    • Plan Qualification
    • Record-keeping
    • Retiree Health
  • Archive
  • About
  • Subscribe
Select Page
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...
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...

Search

Subscribe

Subscribe to receive emails regarding our latest blog posts.

Past Blog Posts

Categories

© 2022 Jeff Chang | Focus on Public Benefits

  • Privacy Policy
  • Terms of Use/Attorney Advertising Disclaimer