Jump to content

Are 584 Trust Funds allowed as investment options in a Church 403 (b)


Guest D Deluccia

Recommended Posts

Guest D Deluccia

My question concerns the ability to offer 584 Trust Funds (with daily valuation) in a Church 403 (B) Plan.

The participant's voluntary contribution component of the plan is a Church retirement income account program described in section 403 (B) (9) of the Internal Revenue Code.

The employer basic and match contribution components of the Plan are a retirement income account program described in section 401 (a) of the Internal Revenue Code.

I believe there are several large plans currently offering 584 Funds and I am seeking additional information supporting their use.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...