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Subject:  Re: Uni-K retirement plan Date:  3/24/2004  2:26 PM
Author:  brewer12345 Number:  40007 of 88028

No doubt all these “providers” are taking advantage of this opportunity to sell their goods. The point is of course, you don't need them to set up and administer an Individual (k) plan.


Maybe I am missing something here, but I was under the impression that you needed a custodian to hold the assets for you in the form of a solo 401k account, no? Last time I asked Schwab, for example, I was told that they do not offer such services. It isn't the administration you'd be getting from Fidelity, it is the asset-holding services, at least as far as I understand it.
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