Guest backer Posted March 14, 2001 Posted March 14, 2001 Can anyone recommend a recordkeeper for a Puerto Rico based 401(k) type plan with approximately $2.0 million in assets?
Guest mo again Posted March 15, 2001 Posted March 15, 2001 I have a contact in Puerto Rico who is an attorney, who also owns the TPA business across the hall. I have only dealt with him as an attorney but he certainly seems knowledgeable enough. Post if you want his info and I will e-mail you the contact information.
Guest backer Posted March 15, 2001 Posted March 15, 2001 To Mo Again, Yes, I would like the name and phone number for the attorney. Thanks
alanm Posted March 15, 2001 Posted March 15, 2001 Carribean Pensions in Plantation Florida specializes in adminitrating plans there because the laws are a little different. One of the administrators there is Vidally, she used to work for me, that is how I know they do Puerto Rican plans.
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