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Posted

I have received an email inquiring about a new regulation that Obama has signed into law that allows for distributions from 403(b) plans. I have not heard any information about new 403(b) regs and I cannot find anything on the internet that is recent enough to have been signed by Obama.

Posted

In all cases like this I will not act until the requester provides me with their source of anything 'new'. I do respond with 'I have not heard anything about that'.

Posted

That was my basic response to the client with the one addition of can the participant provide me with name of the regulation that they are referring to.

Posted

The POTUS never signs regulations.

Most often, a regulation is issued by a Cabinet department under the authority of the Secretary of ....

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Posted
The POTUS never signs regulations.

Most often, a regulation is issued by a Cabinet department under the authority of the Secretary of ....

David-

You are soooooo correct.

Best,

Joel L. Frank

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