MoShawn Posted February 11, 2010 Posted February 11, 2010 Have a potential client currently maintaining a PSP and a CB with assets in the same insurance contract. They are clearly separated within the contract under 2 different "sources" (Employer Profit Sharing & Employer Contribution). Does anyone see a problem with this? I know that 2 DC plans can share the same trust when the sources are clearly defined, I'm just not sure when they are un-like plans.
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