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May 17th, 2022
Information & Insights for the 403(b) Community
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Ask the Experts
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Maximum Loan Amount Across Multiple Plans
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“We are a public university system that sponsors separate 401(a), 403(b) and 457(b) plans, all of which allow loans. Do all three plans need to be aggregated in determining the maximum a participant may borrow? I read your Ask the Experts column on the subject, but it only references 401(k) and 403(b) plans.”
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SageView Adds Government and Public Sector Retirement Plan Expert
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SageView Advisory Group announced the addition of Javier Obando as a retirement plan consultant in its Newport Beach, California, office. A government and public sector retirement plan expert with 25 years of experience, Obando is responsible in his new role for providing retirement and fiduciary services, plan-level consulting, investment research, education and client relationship management.
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