Retirement Plan Legal Specialist Pentegra |
Plumbers Local Union No. 1 Benefit Funds |
EPIC: TPA/DPS |
Farmer & Betts, Inc. |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement Plan Relationship Manager ERISA Services, Inc. |
RTD Financial Advisors |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Retirement, LLC |
Pentegra |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
EPIC Retirement Plan Services |
Administrator/Consultant (DC and DB) TPA Professionals |
Retirement Plan Administrator – Senior Associate PBMares |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Kentucky Trust Company |
Nicholas Pension Consultants |
Retirement, LLC |
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Are ETFs and Self-Directed Brokerage Accounts Available in 403(b) Plans? National Tax-Deferred Savings Association [NTSA] ![]() Jan. 26, 2015 "If the ETF is not a registered investment company complying with IRC Section 851(a), it is not an eligible 403(b) investment; it is a misconception that all ETFs are eligible.... ETFs are continuously valued throughout the day unlike mutual funds which are valued daily. Most plan recordkeeping platforms are designed for daily-valued investments, which presents another challenge." |
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