austin3515 Posted July 15, 2017 Report Share Posted July 15, 2017 Can I have a pooled trustee directed 403b Plan? It will be funded via Custodial Accounts/mutual funds. for the micro market it can be darn near impossible to find a home... Austin Powers, CPA, QPA, ERPA Link to comment Share on other sites More sharing options...
Peter Gulia Posted July 17, 2017 Report Share Posted July 17, 2017 I'm not sure what problem you seek to solve; but if it's about finding investment alternatives and individual-account records for participants under a micro or super-micro plan: I've had successes with Vanguard taking on 403(b) plans with no condition for a minimum amount of assets or a minimum number of participants or employees. If you'd like to talk through the terms under which Vanguard does this, feel free to call me. Peter Gulia PC Fiduciary Guidance Counsel Philadelphia, Pennsylvania 215-732-1552 Peter@FiduciaryGuidanceCounsel.com Link to comment Share on other sites More sharing options...
austin3515 Posted July 17, 2017 Author Report Share Posted July 17, 2017 We use that platform too, but the broker can't get any comp or access to accounts. But thank you for the offer! Austin Powers, CPA, QPA, ERPA Link to comment Share on other sites More sharing options...
AMDG Posted September 12, 2017 Report Share Posted September 12, 2017 My understanding is that there is currently uncertainty regarding whether the MEP rules can be applied to 403(b) plans as well. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now