mydayjob Posted November 27, 2023 Posted November 27, 2023 Client's current administrator is moving in a different direction (read: Plan too small) and Client needs a new plan administrator. Client does not want to use its 401(k) Plan administrator. unless last resort. Any suggestions for Administrator that will take a small plan??
Luke Bailey Posted November 29, 2023 Posted November 29, 2023 A few years ago I had quite a time finding an administrator for a very small nonprofit 457(b). Finally found a very knowledgeable person who was on her own out on the West Coast and someone with Ascensus. Both seemed competent and client went with Ascensus because was local (at least that's my recollection) and less expensive. mydayjob 1 Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034
Patricia Neal Jensen Posted November 29, 2023 Posted November 29, 2023 Try Lee Swerdlin at FuturePlan (Lee.Swerdlin@futureplan.com). I am the SME for 403(b) work at FuturePlan and all our 457(b) work goes to Lee. Patricia Neal Jensen, JD SME NonProfit Plans FuturePlan, an Ascensus Company mydayjob 1 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
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