◀ The Principal Blog

Posts tagged ‘Tax Exempt’

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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Whose Money is it Anyway?

I recently spent a whole day in Salt Lake City discussing operational nuances and considerations with ERISA 403(b) plans that have more than one service provider. As this is the case with a large number of 403(b) plans, even those with a single current provider due to service provider contracts…

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