Tag Archives: post-death payments

What Happens to Participants’ 457(b) Deferral Elections When they Pass Away?

Just the other day, a public agency client contacted us to find out what to do with a participant’s 457(b) plan deferral election following the participant’s untimely death due to COVID. As with most cases, cities and special districts would … Continue reading

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