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(2) 403(b) providers for a church plan


Barbara Hanis
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There can be two providers for a church plan.  Could be two plans for that matter.  No 5500's etc.  Any permissible rollover is allowed.  Not limited to conduit IRA's .

Patricia Neal Jensen, JD

Vice President and Nonprofit Practice Leader

|Future Plan, an Ascensus Company

21031 Ventura Blvd., 12th Floor

Woodland Hills, CA 91364

E patricia.jensen@futureplan.com

P 949-325-6727

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As you might have figured out,  we do a lot of this and I am the Practice Leader.  If you ever want to communicate with me directly: Patricia.Jensen@QBILLC.com   Always glad to help.  I have been helped by many over the years ... payback!

Patricia Neal Jensen, JD

Vice President and Nonprofit Practice Leader

|Future Plan, an Ascensus Company

21031 Ventura Blvd., 12th Floor

Woodland Hills, CA 91364

E patricia.jensen@futureplan.com

P 949-325-6727

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