Retirement Plan Restatement

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  • mstaxresolution@gmail.com
    Junior Member
    • Mar 2020
    • 27

    #1

    Retirement Plan Restatement

    Does anyone have a recommendation for a third party administrator? Client currently uses Vanguard, but their fees have increased significantly.
  • ATSMAN
    Senior Member
    • Jul 2013
    • 2415

    #2
    Contact Nipa.Org or ASPPA.Org for a recommendation in your client's location.
    Taxes after all are the dues that we pay for the privileges of membership in an organized society. - FDR

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    • mstaxresolution@gmail.com
      Junior Member
      • Mar 2020
      • 27

      #3
      Thanks Atsman. Sorry for the late response.

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