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Ok thanks that makes sense.

I am opening the accounts at eTrade and currently have a local CPA (who is a part of a financial group).

Is this different than having a plan administrator? The CPA said they could handle the 5500.
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This was suppose to be a reply to my other thread, can a moderator move it?
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This was suppose to be a reply to my other thread, can a moderator move it?

It won't get moved. Your best bet is to re-post it as a new reply where you wanted it. If you want, you can also click "Report Post" on your misplaced reply to have it removed.

Acme
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