Jump to content

Can SIMPLE IRAs be setup in an Omnibus environment

Guest dmmst3

Recommended Posts

Guest dmmst3

A TPA client has multiple clients with SIMPLE IRAs. They would like us (the custodian) to set up their IRAs in an omnibus account. Is this allowed?

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Create New...