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Personal Finance (Not Investing) • Re: Fidelity non-prototype accounts

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It would be like your individual account. They would just be holding the assets and letting the authorized person(s) buy and sell assets. They wouldn’t have any responsibility for the plan itself. You could have an outside actuarial firm that deals with small company plans do that.

That’s how many if not most plans used to be at one time.

Statistics: Posted by bsteiner — Tue Dec 17, 2024 11:42 am



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