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Need new administrator for 3 person Non-Governmental 457(b) Plan


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Posted

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?? 

Posted

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. 

Luke Bailey

Senior Counsel

Clark Hill PLC

214-651-4572 (O) | LBailey@clarkhill.com

2600 Dallas Parkway Suite 600

Frisco, TX 75034

Posted

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

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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