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Tag Archives: Plan Administrator
Does Your Agency’s Plan Have Dormant Accounts That Should Be Paid Out?
By Jeff Chang Quite often, a review of the participant status within an agency’s 401(a) and 457(b) plans will reveal that the plans have a large number of dormant accounts – accounts relating to previously terminated, deceased, or divorced employees … Continue reading
Authorized Plan Representatives for Your Governmental 457(b) or 401(a) Plan
By Jeff Chang Whenever you engage a new recordkeeper for your governmental 457(b) or 401(a) plan, the plan sponsor will be asked to complete, sign and return an authorized plan representatives form (APRF). The APRF designates the so-called “contact persons” … Continue reading
Posted in 401(a), 457(b) Plans, Fiduciary Duties, Plan Administration, record-keeping
Tagged authorized plan representatives;, Plan Administrator
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Have You Developed All of the Policies and Procedures Needed to Properly Administer Your Governmental 457(b) or 401(a) Plan?
By Jeff Chang If you are responsible for the administration of a public agency 457(b) or 401(a) plan, you know that these tax-favored plans are complicated and subject to myriad rules and requirements found in the plan document, the Internal … Continue reading
Posted in 401(a), 457(b) Plans, Plan Administration, record-keeping
Tagged hardship withdrawal policies, lan policies and procedures, loan policies, Plan Administrator, QDRO policies
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Why Most Retirement Plan Advisor or Recordkeeper Searches Are Not Subject to the RFP Requirements of the Sponsoring City or District
By Jeff Chang Many cities and their retirement plan investment advisors believe that the city must periodically issue an RFP for defined contribution plan recordkeeping or investment advisory services in accordance with the city’s RFP policy or ordinance. Having reviewed … Continue reading
Posted in 401(a), 457(b) Plans, Fiduciary Duties, Plan Administration, record-keeping
Tagged advisor selection, Plan Administrator, Recordkeeper selection, RFP
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Plan Administrators, Plan Committees, and Public Agency 457(b) Plans
By Jeff Chang Many investment advisors for public agency 457(b) plans believe that their public agency clients must have a retirement plan committee in order for the plan to have a proper plan administrator or fiduciary structure. As discussed below, … Continue reading
Posted in Fiduciary Duties, Investments, Plan Administration
Tagged duties and responsibilities of plan administrator; administrative committee; investment committee; role of plan administrator, Plan Administrator
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