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.