by Jeff Chang | Jan 5, 2022 | 403(b), Fiduciary Duties, Fiduciary Responsibilities, Plan Administration, Record Keeping
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....
by Jeff Chang | Dec 15, 2021 | 403(b), Fiduciary Responsibilities, Plan Administration, Record Keeping
Continuing our commentary on California public school and charter school 403(b)s, we shift focus from the ability of a 403(b) employer to limit investment selection to a discussion of the California law on the selection by public school districts and charter schools...
by Jeff Chang | Jan 20, 2021 | 401(a), 457(b) Plans, Fiduciary Duties, Plan Administration, Record Keeping
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...
