Help - Search - Members - Calendar
Full Version: Master Trust in Relius
BenefitsLink Message Boards > Product User Groups (Unofficial) > Relius Administration (Quantech) Users
lgm
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.
Jim Chad
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?
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2008 Invision Power Services, Inc.