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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 28: Why Cashing Out PTO Next Year Doesn’t Work

Chapter 28: Why Cashing Out PTO Next Year Doesn’t Work

by Jeff Chang | Aug 15, 2016 | Pension

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”) are having an effect....
Chapter 18: It’s Supposed To Go To Whom? Beneficiary Designation In Governmental Defined Contribution Plans

Chapter 18: It’s Supposed To Go To Whom? Beneficiary Designation In Governmental Defined Contribution Plans

by Jeff Chang | Mar 31, 2015 | Pension

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 industry plans, federal law...
Chapter 6: The New Year Brings Compliance With Pension Reform

Chapter 6: The New Year Brings Compliance With Pension Reform

by Jeff Chang | Jan 15, 2013 | PEPRA, Retiree Health

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 public employers are obliged to comply with it....

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