Corporate trusteeship versus self-trusteeship? Ramifications of both?

[Guest Kent Scrivener]

Where can I go (internet, trade journal, etc.) to obtain comprehensive info re the advantages/disadvantges of self-tusteeship vs. corporate trusteeship (such as trusteeship provided by a bank trust department)? Fiduciary liability and legal ramifications for the plan sponsor as result of self-trusteeship?

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[Guest RS Vatalaro]

I recently posed this same question and was directed to an article (don't remember the website). I'll fax the article to you if you email me your fax number. rvatalaro@earthlink.net

[Guest SSCARO]

Bryan, Pendleton, Swats & Mcallister, LLC published an article in a 1996 Developments newsletter called "Requirements of a Qualified Plan Trustee." At one time there were reprints available. Their address is One Burton Hills Blvd, Suite 275, Nashville, TN 37215. Hope this helps.

[Jon Chambers]

Think the article referenced was on our website, www.schultzcollins.com, follow the "corporate retirement plans"/"articles" link on the NAV bar and you should find it. It's in PDF format.

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Jon C. Chambers

Principal

Schultz Collins Lawson Chambers, Inc.

(415) 291-3004