mbw
Apr 28 2008, 03:30 PM
Can someone point me to something that outlines the differences between these two plans?
TLGeer
Sep 15 2008, 03:56 PM
Difference 1-RIA can buy any investment type, not just annuities and mutual funds.
Difference 2-Hardship distributions of employer money permitted, unlike 403(b)(7) custodial account.
Difference 3-RIA makes plan subject to requirement for a written plan document.