by Jeff Chang | Dec 15, 2021 | 403(b), Fiduciary Responsibilities, Plan Administration, Record-keeping
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 charter schools...
by Jeff Chang | Dec 2, 2021 | 403(b), Fiduciary Responsibilities, Plan Administration, Record-keeping
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 tax-sheltered...
