Guest AEA Posted December 7, 2000 Posted December 7, 2000 I have a client who is closing its trust department. They have notified their plans and most have transferred their accounts elsewhere. However, they have a number of IRAs and one qualified plan that have not moved. Are they required to find substitute trustees for the IRAs and plans? I have not been able to locate anything in the Code or ERISA.
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