Jeff Chang
By Jeff Chang 9/22/2022
Of California’s more than 75 public healthcare districts, a significant number of them maintain Internal Revenue Code (IRC) Section 403(b) plans. The question is: of those that have them, are they “eligible” to have them? We raise this issue because we have become aware of a significant number of...
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By Jeff Chang 4/11/2022
Many people think that governmental section 457(b) plans and private sector 401(k) plans are the same because they both allow pre-tax deferrals of similar amounts of income—but they’re not.
Due to their differing origins, their rules and requirements are different, and it’s important not to...
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By Jeff Chang 12/21/2021
When it comes to 403(b) plans of California school districts or charter schools, there is confusion about the ability of the sponsoring district or charter school to limit the participant’s ability to select a particular insurance provider for their tax-sheltered annuity (TSA).
On the one hand,...
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