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- Using a Section 115 Trust to Help Manage Pension Obligations 4.1k views | posted on September 13, 2017
- Public Agency Board Members’ Worker Classification Matters for Tax Purposes 2.1k views | posted on July 22, 2019
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- Chapter 13: Some Things Are Worth Repeating – Beware of PTO Cash-Outs! 1.8k views | posted on April 22, 2014
- Chapter 31: Is Your Comp Time Immediately Taxable? 1.7k views | posted on November 17, 2016
- Chapter 28: Why Cashing Out PTO Next Year Doesn’t Work 1.5k views | posted on August 15, 2016
- Take Care When Cost-Sharing Under CalPERS 1.3k views | posted on November 7, 2019
- Using 457(b) Unforeseeable Emergency Distributions During the Coronavirus Crisis 1.3k views | posted on March 24, 2020
- A 457(b) Plan Distribution Depends on Which 457(b) Plan You’re In 1.2k views | posted on October 7, 2019
- Why You Need to “Monitor” Full-time, Temporary Employees 1.1k views | posted on August 30, 2018
Tag Archives: Fiduciary Duty Government Pension
Why Hire A “3(38)” Adviser For A Public Agency 457(b) Or 401(a) Plan?
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 California … Continue reading
Posted in Fiduciary Duties, Investments
Tagged Fiduciary Duty Government Pension, Government Pensions, governmental plans, governmental retirement plan
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Chapter 16: Same-Gender Spouse Ruling Requires Review Of Public Retirement Plans
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 … Continue reading
Posted in Pension
Tagged california retirement, DOMA, Domestic partner, Fiduciary Duty Government Pension, governmental retirement plan, Windsor
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Chapter 4: A Lesson From The “Show Me” State
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 … Continue reading
Posted in Fiduciary Duties, Pension
Tagged ERISA, Fiduciary Duty Government Pension, governmental plans, governmental retirement plan, NAGDCA, plan fees, Tussey
Comments Off on Chapter 4: A Lesson From The “Show Me” State