Tag Archives: deferral elections

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

Posted on October 27, 2021 by Jeff Chang

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 →

Posted in 457(b) Plans, Fiduciary Responsibilities, Income Tax, Plan Administration, record-keeping, Uncategorized | Tagged deferral elections, plan compensation, post-death payments | Leave a comment

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Tag Archives: deferral elections

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

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Tag Archives: deferral elections

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

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