Barbara Hanis Posted May 11, 2018 Share Posted May 11, 2018 I know this is true for 401(k) and 403(b) plans , but can someone let me know if there could be (2) plan providers for a church plan? And also: Are only conduit IRA's allowed into the plan? Link to comment Share on other sites More sharing options...
Patricia Neal Jensen Posted May 14, 2018 Share Posted May 14, 2018 There can be two providers for a church plan. Could be two plans for that matter. No 5500's etc. Any permissible rollover is allowed. Not limited to conduit IRA's . Patricia Neal Jensen, JD Vice President and Nonprofit Practice Leader |Future Plan, an Ascensus Company 21031 Ventura Blvd., 12th Floor Woodland Hills, CA 91364 E patricia.jensen@futureplan.com P 949-325-6727 Link to comment Share on other sites More sharing options...
Barbara Hanis Posted May 15, 2018 Author Share Posted May 15, 2018 Great, thank you for the confirmation, I appreciate it! Link to comment Share on other sites More sharing options...
Patricia Neal Jensen Posted May 15, 2018 Share Posted May 15, 2018 As you might have figured out, we do a lot of this and I am the Practice Leader. If you ever want to communicate with me directly: Patricia.Jensen@QBILLC.com Always glad to help. I have been helped by many over the years ... payback! Patricia Neal Jensen, JD Vice President and Nonprofit Practice Leader |Future Plan, an Ascensus Company 21031 Ventura Blvd., 12th Floor Woodland Hills, CA 91364 E patricia.jensen@futureplan.com P 949-325-6727 Link to comment Share on other sites More sharing options...
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