Posts tagged ‘Non-ERISA’

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Whose Plan is it Anyway?



My kids introduced me to “Whose Line is it Anyway?”— an improvisational comedy with some very talented improv actors like Wayne Brady, Ryan Stiles and Colin Mochrie. When they take the stage together, the chemistry is hilarious. I was thinking about the title, though. With such talent,…

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Trouble Ahead for the Non-ERISA 403(b) Plan



There is still a lot of confusion out there about how the non-ERISA safe harbor works.  Many people over simplify the rules and assume if there is no employer contribution that you will be a non-ERISA 403(b) plan. That couldn’t be further from the truth.  If there is any active involvement…

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