Guest lgm Posted February 22, 2008 Posted February 22, 2008 I work in a daily environment for DC plans with Fidelity. I have been asked if we can have a master trust for about 40 plans on relius. I would like to know if anyone else has one custodial account for several different plans on relius. I can foresee the biggest issue to be reconciliation, followed closely by dividend allocation to individual plans. Does anyone have any insight how this might work? Thanks for any insight you may share.
Jim Chad Posted February 22, 2008 Posted February 22, 2008 I have never done it myself, but I have heard of people doing this sort of thing by setting up on Relius as divisions. Can you tell us anything more about this? Is it a Multiemployer Plan?
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