Tag Archives: participant-directed investments

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

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Public Agencies May Need Help “Managing” Their Managed Account Offerings

Although financial industry reports reveal that more and more plan sponsors are offering managed account options, it is not clear that public agency 457(b) and 401(a) plan fiduciaries understand their responsibilities to select and monitor these investment options. Here, we … Continue reading

Posted in 401(a), 457(b) Plans, Fiduciary Responsibilities, Plan Administration, record-keeping | Tagged , , | Leave a comment