Tag Archives: investment advisors

School District 403(b) Plans and Participant-Directed Investments

This post addresses the availability of participant-directed investments in practically all California public school district 403(b)s and why the special rules mentioned in California Government Code section 53213.5 must apply if the 403(b) plan is employer-sponsored. In an earlier post, … Continue reading

Posted in 403(b), Fiduciary Duties, Fiduciary Responsibilities, Plan Administration, record-keeping | Tagged , , , , | Leave a comment