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Guest Request
Posted

Can anyone suggest a prototype plan sponsor for a small (under 100 employees) employer that primarily is interested in the plan document, but manages its own investments and recordkeeping?

Posted

You probably get one but not either. There are providers who are looking for recordkeeping and there are providers looking for investments. I don't know any providers who are not looking for either. Of course, there are providers who will draft and charge just for documents.

Jim Geld

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