Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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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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