Guest cs006b Posted March 16, 2007 Posted March 16, 2007 Hello, A client is considering adding a PS source to their 401k plan and would like guidance on rules, regs, types of allocation formulas, etc. Anyone know of a good resource? Thanks
Jim Chad Posted March 17, 2007 Posted March 17, 2007 I can't see this as a do it yourself job. There are so many options that will do so many different things. They all have advantages and they all have disadvantages. I highly recommend talking this over with an experienced administrator. I would suggest calling ASPPA for members in your area. 703-516-9300
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