◀ The Principal Blog

Posts tagged ‘Not For Profit’

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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Whose Money is It? (Part 2)



In a recent post, I pointed out some of the complexity surrounding beneficiary designations in a multiple provider environment—and potential legal challenges that are likely to result upon a participant’s death when multiple, different beneficiary designations exist. Another area with very…

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