Pooled 403b Plan??

[austin3515]

Can I have a pooled trustee directed 403b Plan?  It will be funded via Custodial Accounts/mutual funds.  for the micro  market it can be darn near impossible to find a home...

[Peter Gulia]

I'm not sure what problem you seek to solve; but if it's about finding investment alternatives and individual-account records for participants under a micro or super-micro plan:

I've had successes with Vanguard taking on 403(b) plans with no condition for a minimum amount of assets or a minimum number of participants or employees.

If you'd like to talk through the terms under which Vanguard does this, feel free to call me.

 

[austin3515]

We use that platform too, but the broker can't get any comp or access to accounts.

But thank you for the offer!

[AMDG]

My understanding is that there is currently uncertainty regarding whether the MEP rules can be applied to 403(b) plans as well.