Seminar Questions – Retirement Planning

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Does the school district's written plan document have to be different from the third party administrator's publications? I asked for the information and was just given the website for the Fringe Benefit Consortium (fbcretire.com). Can you include the sample replies of a predatory lender also on your website?

The district’s written plan document should be consistent with the information that the district’s TPA is providing to you. If the district has hired the TPA to provide compliance responsibilities, the TPA should be following the district’s plan document. You might want to start with asking for a copy of the district’s Plan Document. Copies of the session on predatory sales practices can be found here.