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Are 584 Trust Funds allowed as investment options in a Church 403 (b)


Guest D Deluccia
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Guest D Deluccia

My question concerns the ability to offer 584 Trust Funds (with daily valuation) in a Church 403 (B) Plan.

The participant's voluntary contribution component of the plan is a Church retirement income account program described in section 403 (B) (9) of the Internal Revenue Code.

The employer basic and match contribution components of the Plan are a retirement income account program described in section 401 (a) of the Internal Revenue Code.

I believe there are several large plans currently offering 584 Funds and I am seeking additional information supporting their use.

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