joel Posted October 4, 2017 Posted October 4, 2017 Are fiduciary standards adhered to when a plan decides not to offer a Roth Deferral Alternative?
card Posted October 4, 2017 Posted October 4, 2017 Agreed. No breach. This isn't a plan decision, but an employer decision. It's a plan design issue, a "settlor" function, not subject to the fiduciary rules. RatherBeGolfing 1
CuseFan Posted October 4, 2017 Posted October 4, 2017 Exactly, same as deciding whether to offer loans, hardship withdrawals, etc. Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
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