makes sense, they just acquired another small group

makes sense, they just acquired another small group
by jt (2024-04-24 16:25:37)

In reply to: they bought their SEP-IRA plan business posted by irishrock

about a year or so ago. PAI, I believe. They were entirely small plans.

Yeah, I can see why VG or Fidelity would off load the smaller plans; if it isn't your sweet spot, it's a waste of money and resources.

Replies:

I'd disagree on that - irishrock 2024-04-25 18:49:02