General Fund to Directed Investment to General Fund

[chris]

Participant (doctor) in PSP of medical practice elected to direct the investment of his account with a broker other than the broker handling the general fund. Now, she's unhappy with her broker and wants the broker handling the general fund to also handle her directed investment account. General fund broker has said he won't touch it since the account does not meet their in-house threshold for directed investment accounts. Doctor now wants to cease directing the investment of her account and get back into the the general fund. I would assume the plan document would not have any prohibition against the doc coming back into the general fund, but from the admin/record-keeping side wouldn't it be prudent to switch gears at or close to plan year end? Any thoughts on this? Thanks...