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California Attorney General's Opinion Regarding Whether School District Can Give Preference to a 403(b) Vendor (PDF)
Office of the Attorney General State of California 
[Official Guidance] Sept. 10, 2008
8 pages. Excerpt: THE HONORABLE BONNIE GARCIA, MEMBER OF THE STATE ASSEMBLY, has requested an opinion on the following questions: 1. May a school district or its employees promote or give preferred status to a particular provider of Internal Revenue Code section 403(b) plans when offering such plans to the district's employees? 2. May a school district or its employees receive compensation for the promotion or sale of a particular 403(b) plan to public school employees?
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