austin3515 Posted September 30, 2011 Posted September 30, 2011 I need a provider that will open an account for one participant and allow for an advisor. I'm hoping it will be under a custodial account arrangement... Austin Powers, CPA, QPA, ERPA
mbozek Posted October 1, 2011 Posted October 1, 2011 I need a provider that will open an account for one participant and allow for an advisor. I'm hoping it will be under a custodial account arrangement... Do you want to find a mutual fund co that would offer a 403b custodial account for one person? Is this a single employee plan or is this a plan where 1 participant wants to have an advisor invest the funds. Is the plan subject to ERISA? how much will be invested? Have you tried discount brokers such as Schwab or TD America? mjb
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