Tag Archives: investment advisors

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

Posted on January 5, 2022 by Jeff Chang

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 investment advisors, investment selection, participant-directed investments, Recordkeeper selection, tax-sheltered annuities | Leave a comment

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Tag Archives: investment advisors

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

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Tag Archives: investment advisors

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