Author: Matt Farnsworth

By Robert Toth on February 24, 2020 POSTED IN 403(B), SECURE ACT The SECURE ACT introduced a concept which was not known well beyond a handful of 403(b) practitioners, that is the “distribution” of 403(b) individual custodial accounts from 403(b) plans. The lack of understanding of what this actually means has even...

ERISA Advisory Council U.S. Department of Labor Hearing on Outsourcing Employee Benefit Plan Services August 19, 2014 Statement for the Record Troy Tisue President, TAG Resources, LLC Knoxville, TN Executive Summary The upcoming discussion on fiduciary outsourcing, and how this could affect coverage, is an...