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
Why Hire A “3(38)” Adviser For A Public Agency 457(b) Or 401(a) Plan?

Why Hire A “3(38)” Adviser For A Public Agency 457(b) Or 401(a) Plan?

by Jeff Chang | May 30, 2017 | Fiduciary Duties, Investments, Trending Topics

Most public sector retirement plan sponsors understand that even though their plans may not be subject to the fiduciary duties and responsibilities of ERISA, they are still subject to fiduciary duties under applicable State law.  Moreover, certain States like...
Chapter 16: Same-Gender Spouse Ruling Requires Review Of Public Retirement Plans

Chapter 16: Same-Gender Spouse Ruling Requires Review Of Public Retirement Plans

by Jeff Chang | Oct 14, 2014 | Pension

On June 26, 2013, in United States v. Windsor (Windsor), the Supreme Court decided that section 3 of the Defense Of Marriage Act (DOMA) was unconstitutional.  DOMA had limited “marriage” to opposite-gender couples for purposes of federal law.  As result of...
Chapter 4: A Lesson From The “Show Me” State

Chapter 4: A Lesson From The “Show Me” State

by Jeff Chang | Jun 25, 2012 | Fiduciary Duties, Pension

Although governmental plans are not subject to ERISA, all are subject to a combination of State and common law fiduciary rules – many of which (including California’s) contain language identical to the standards of ERISA. Most fiduciaries of public agency plans...

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