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ACH Contributions


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Guest Frank Jackson
Posted

Many of the vendors/fund houses I work with are encouraging us/our clients to ACH Contributions (Plan Level). Anybody have an opinion on this? Is it working well? Would you recommend it? Do clients like it?

Posted

Yes, I have used it and it is wonderful. It also helps to ensure you receive the correct amount of money for their contributions.

Posted

ACH stands for Automated Clearing House. Basically this is where money is dedcuted from one account and deposited into another account either in the same financial institution or different institutions.

What this does is allows money to be moved from one account to another account without having to do a wire transfer or prepare a check.

For example, most paychecks are now ACH deposited into the employees checking/savings account and you only receive a paper notice (paycheck stub) indicating the amount that was deposited.

  • 18 years later...
Posted
5 hours ago, Bill Presson said:

Don't have enough info, but possibly what we call a "true up" contribution after the end of the year.

Dang  you are good at puzzles. Bet you slay at pictionary. 

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