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Kim DiMaria

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February 21, 2018
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February 27, 2018

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MWBE 403(b) Recordkeeping and Administration Firms

Kim DiMaria replied to Kim DiMaria's topic in 403(b) Plans, Accounts or Annuities

Thank you each for the input. I appreciate the information.
- February 26, 2018
- 4 replies
MWBE 403(b) Recordkeeping and Administration Firms

Kim DiMaria posted a topic in 403(b) Plans, Accounts or Annuities

We are helping a client search for a 403(b) Recordkeeping and Administration Services provider and they are interested in including companies that are MWBEs in their bidding process. Is anyone aware of any MWBE companies that provide Recordkeeping and Administration Services for 403(b) Plans.
- February 21, 2018
- 4 replies

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