Who Is The Trustee Of A Retirement Plan?

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    David G. Pipes, CLU®, RICP®
    Business Development Officer, T.D. McNeil Insurance Services, Fresno, California
    The trustee is the named individual or individuals that hold the assets of a trust.  In the case of a pension this is the trust that is designed to provide future retirement benefits.  The trust accumulates money to provide future benefits.  Depending upon the type of pension plan the actions of the trustee come under close scrutiny.
    Answered on May 29, 2014
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