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- Using a Section 115 Trust to Help Manage Pension Obligations 3.8k views | posted on September 13, 2017
- Public Agency Board Members’ Worker Classification Matters for Tax Purposes 2k views | posted on July 22, 2019
- If You Don’t Have a Section 218 Agreement, Watch Out for the Social Security “Gotcha” 1.9k views | posted on October 19, 2018
- Chapter 13: Some Things Are Worth Repeating – Beware of PTO Cash-Outs! 1.6k views | posted on April 22, 2014
- Chapter 31: Is Your Comp Time Immediately Taxable? 1.5k views | posted on November 17, 2016
- Chapter 28: Why Cashing Out PTO Next Year Doesn’t Work 1.4k views | posted on August 15, 2016
- Take Care When Cost-Sharing Under CalPERS 1.2k views | posted on November 7, 2019
- Using 457(b) Unforeseeable Emergency Distributions During the Coronavirus Crisis 1.2k 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: Government Pensions
Why Hire A “3(38)” Adviser For A Public Agency 457(b) Or 401(a) Plan?
By Jeff Chang 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 … Continue reading
Posted in Administrative Committee, fiduciary, Governmental plans, Governmental Retirement, Investments
Tagged Fiduciary Duty Government Pension, Government Pensions, governmental retirement plan
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Chapter 28: Why Cashing Out PTO Next Year Doesn’t Work
By: Jeff Chang Our efforts to educate employers about the dangers and surprises associated with PTO cash‑outs (see, Chapter 13 and “When Having Your Cake and Eating It May Be a Bad Thing: Cautions About Cash-Outs of Unused Leave Or PTO”) … Continue reading
Posted in Governmental plans, Governmental Retirement, Pension, PTO
Tagged Government Benefits, Government Pensions, governmental retirement plan, PTO, PTO cash-out
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Chapter 18: It’s Supposed To Go To Whom? Beneficiary Designation In Governmental Defined Contribution Plans
By: Jeff Chang Here’s an interesting difference between public and private industry plans that we were reminded of recently and that we’d like to share with our governmental clients and their advisors because it can be so problematic. In most private … Continue reading
Posted in Beneficiary Designation, Governmental Retirement, Pension
Tagged beneficiary, california governmental retirement, designation of beneficiary, Government Pensions, pre-approved governmental retirement plan
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Chapter 6: The New Year Brings Compliance With Pension Reform
By: Jeff Chang Although there has been much talk, good and bad, about California’s recent attempt at public pension reform, the fact is that the Public Employees Pension Reform Act of 2013 (PEPRA) is now the law of the State and … Continue reading
Posted in Pension Reform, PEPRA, Retiree Health
Tagged California Pension Reform, California Public Employees Pension Reform Act of 2013, Government Benefits, Government Pensions, pension reform, PEPRA, Public Pensions
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