Tag Archives: annuity providers

School District 403(b) Plans and Recordkeeper Selection

Posted on December 15, 2021 by Jeff Chang

Continuing our commentary on California public school and charter school 403(b)s, we shift focus from the ability of a 403(b) employer to limit investment selection to a discussion of the California law on the selection by public school districts and … Continue reading →

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School District 403(b) Plans and Investment Selection

Posted on December 2, 2021 by Jeff Chang

  When it comes to 403(b) plans of California school districts or charter schools, there is confusion about the ability of the sponsoring district or charter school to limit the participant’s ability to select a particular insurance provider for their … Continue reading →

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