kmhaab Posted May 22, 2017 Posted May 22, 2017 Can anyone give me the names of financial institutions that will work with a small employer to set up traditional IRAs for employees and accept contribution via payroll deductions? Client's bank seems unwilling to do it. Thanks in advance!!
Doghouse Posted May 23, 2017 Posted May 23, 2017 Since the responses have been on the underwhelming side, I thought I'd throw out there that both American Funds and Oppenheimer Funds have a product for this.
CuseFan Posted May 24, 2017 Posted May 24, 2017 I'm checking with our IRA product champion on this, we might have a solution, but he's on vacation until tomorrow. Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
CuseFan Posted May 25, 2017 Posted May 25, 2017 We support payroll deduction IRAs. Contact Sean Arnold at BPAS for details. SArnold@bpas.com Kenneth M. Prell, CEBS, ERPA Vice President, BPAS Actuarial & Pension Services kprell@bpas.com
Recommended Posts
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 accountSign in
Already have an account? Sign in here.
Sign In Now