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

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

by Jeff Chang | Jan 5, 2022 | 403(b), Fiduciary Duties, Fiduciary Responsibilities, Plan Administration, Record Keeping

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....

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