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Public Agencies Public Employees Employee Benefits

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

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

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The Differences Between Bundled and Unbundled Retirement Plan Servicing Arrangements

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

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Public Agency Retirement Plan Documents: Are They Properly Signed and Dated?

Based on numerous requests for plan documents from public agency clients, we know that many cannot find complete sets of their historical and current retirement plan documents that are properly authorized, signed and dated....more

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Public Agency Furloughs to Distributions from Retirement Plans During COVID-19

As many California public agencies are forced to furlough employees during the COVID-19 pandemic, questions arise as to how furloughs are treated for retirement plan distribution rules’ purposes....more

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[VIDEO] Legal Update: Is the California Rule in Flux?

"Legal Update: Is the California Rule in Flux?" was presented by Best Best & Krieger LLP Partner Isabel Safie as part of The Bill is Due: Now What? Infrastructure, Pensions and the Environment, held April 24, 2018 at the...more

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[VIDEO] Pension Liability by the Numbers

"Pension Liability by the Numbers," presented by Mary Beth Redding, Vice President, Bartel Associates, LLC, was included in The Bill is Due: Now What? Infrastructure, Pensions and the Environment, held April 24, 2018 at the...more

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Gov. Brown’s Executive Order Suspends Certain Retired Annuitant Employment Requirements - Modifications Needed for Disaster...

To ensure adequate staffing levels while responding to recent natural disasters in California, the California Public Employees’ Retirement System has modified the 960-hour limitation related to retired annuitants employed in...more

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CalPERS Employers are Now Subject to Two New Penalties - New Laws Change Out-of-Class Appointments Requirements and Impose New...

Two new California laws could result in costly fines to public agency employers who fail to adhere to the specified requirements. Assembly Bills 1487 and 1309 both went into effect Jan. 1....more

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The Art of Reduction: OPEB Costs, Commitments

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California’s gap between promised employee benefits and available cash is wide and ever expanding. Ballooning pension costs and rising deficits are often in the spotlight. But commitments that California’s governing bodies...more

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