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Financial institution that can act as trustee for a plan holding trust


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Does anybody know of an investment broker, bank, mutual fund family, etc. who is willing to be the trustee of a qualified plan that's partially invested in trust deeds?

Posted

PENSCO Pension Services, Inc. in San Francisco takes Trust Deeds in IRAs. They may handle qualified plans as well.

They're located in San Francisco. 415/274-5600

They have a website as well: pensco.com

Mary Kay Foss CPA

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