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Guest Cindyd
Posted

Has anyone used or know of any vendors of 401(a) plans in the Midwest?

Posted

What do you define as a vendor? Are you talking about investment services, administrative services, actuarial services, auditing services, legal services, etc.? Or, are you looking for a vendor that packages all of these services?

I also note that you are in Wisconsin and you posted this question under the "governmental plans" board. It is my understanding (I used to be a consultant in Milwaukee, but am no longer there) that in Wisconsin under state law, no governmental entity can set up a 401(a) plan. Only the state can (the Wisconsin Investment Board), except for the existing Milwaukee County and City of Milwaukee plans.

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