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Benefit Plan Sponsors › Public Employees

Ogletree, Deakins, Nash, Smoak & Stewart,...

Puerto Rico Government Plan-to-Private Plan Rollovers Allowed

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On January 20, 2021, the Puerto Rico Department of the Treasury (Departamento de Hacienda, commonly known as “Hacienda”) issued Administrative Determination No. 21-01 (AD 21-01), which provides that lump-sum distributions...more

Best Best & Krieger LLP

Tips On Selecting a Retirement Plan Adviser When You Can’t Meet Them in Person

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Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an...more

Best Best & Krieger LLP

The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements

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When it comes to retirement plan servicing arrangements for most public agencies, there are basically two flavors: bundled and unbundled. It is important for public plan sponsors and plan fiduciaries to understand the...more

Obermayer Rebmann Maxwell & Hippel LLP

What Specific Criteria Should Be Negotiated In Dividing Retirement Accounts As Part Of A New Jersey Divorce?

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As a continuation to our earlier article entitled “Dividing Retirement Accounts as Part of a New Jersey Divorce” published on May 21, 2019, the following is a more in-depth review of the specific criteria that should be...more

Nossaman LLP

Court of Appeal Rejects Another Post-PEPRA Challenge

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On December 20, 2016, the California Court of Appeal struck another blow to a legal challenge brought against an employer who changed its pension policies in the wake of the Public Employees’ Pension Reform Act of 2013...more

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