by Jeff Chang | Jul 9, 2020 | 457(b) Plans, Plan Administration, Record Keeping
By Jeff Chang There is a novel recordkeeping and plan investment arrangement for governmental 457(b) plans that could create a number of problems for the plan’s sponsor, fiduciaries and participants. There may be a significant number of these arrangements throughout...
by Jeff Chang | Oct 7, 2019 | 457(b) Plans, Plan Administration
By Jeff Chang With very few exceptions, the rules governing governmental 457(b) plans require a “severance of employment” to occur before a distribution can be made. Recently, we came across yet another of those arcane, little-known rules that will likely...
