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Retirement Plan Legal Specialist Pentegra
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Farmer & Betts, Inc.
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Retirement Plan Documents Specialist Loren D. Stark Company
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Retirement Plan Relationship Manager ERISA Services, Inc.
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RTD Financial Advisors
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Retirement, LLC
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Pentegra
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Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC
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EPIC Retirement Plan Services
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Administrator/Consultant (DC and DB) TPA Professionals |
Retirement Plan Administrator – Senior Associate PBMares
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Employee Benefits and Executive Compensation Associate Attorney Verrill
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Kentucky Trust Company
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Nicholas Pension Consultants
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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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