To BenefitsLink home page           EmployeeBenefitsJobs.com is where the best employers find the best candidates!

Welcome Guest ( Log In | Register ) · 0 New Messages

 
 Reply to this topicStart new topic
> Master Trust in Relius, Is anyone doing this?
lgm
post Feb 21 2008, 08:08 PM
Post #1


Registered User


Group: Registered
Posts: 11
Joined: 5-October 05
Member No.: 15,151
I work in a daily environment for DC plans with Fidelity. I have been asked if we can have a master trust for about 40 plans on relius. I would like to know if anyone else has one custodial account for several different plans on relius. I can foresee the biggest issue to be reconciliation, followed closely by dividend allocation to individual plans. Does anyone have any insight how this might work?

Thanks for any insight you may share.
Go to the top of the page
 
+Quote Post
Jim Chad
post Feb 22 2008, 06:27 AM
Post #2


Registered User


Group: Registered
Posts: 543
Joined: 19-January 00
From: Michigan
Member No.: 3,471
I have never done it myself, but I have heard of people doing this sort of thing by setting up on Relius as divisions. Can you tell us anything more about this?

Is it a Multiemployer Plan?
Go to the top of the page
 
+Quote Post
« Next Oldest · Relius Administration (Quantech) Users · Next Newest »
 

Reply to this topicStart new topic

 

Display Mode: Standard · Switch to: Linear+ · Switch to: Outline

Track this topic · Email this topic · Print this topic · Subscribe to this forum

Lo-Fi Version Time is now: 21st November 2009 - 09:21 PM
Powered By IP.Board © 2009  IPS, Inc.
Licensed to: BenefitsLink.com, Inc.