The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: What is a Keogh Plan Trustee?||Date: 8/14/2001 12:27 PM|
|Author: kubbi||Number: 53328 of 122503|
A GUESS ONLY on my part, ayduda...
Vanguard will ONLY "trustee" their own plans as non-brokerage accounts IRA's (simple, money purchase pension, etc.).
I'm the administrator for my wife's money purchase pension plan (Keogh) and they are the trustee, but that was not a transfer/rollover. Perhaps therein lies the issue.
I'd suspect (yes) you would have to handle the forms. One of their "more informed" retirement plan folks should be able to answer your questions.
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