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Pooled 403b Plan??

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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



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