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Showing content with the highest reputation on 12/06/2014 in all forums
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Former Partner as Trustee
John Feldt ERPA CPC QPA reacted to Bird for a topic
I've heard of setting up separate plans so each partner could be trustee of his or her plan, with another plan for the employees...basically allowing self direction for the partners without saying it. I've never seen or heard of this arrangement within a single plan. It's not responsive to your question but I wouldn't do it this way at all.1 point
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