Plan provider

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Plan Provider

In IRAs and other retirement accounts, the investment company that manages the plan. That is, a brokerage that invests an IRA on behalf of its contributor is the plan provider for that account. A plan provider may be a brokerage, insurance company, mutual fund, or any other investment company.

Plan provider.

The plan provider of a retirement savings plan, such as a 401(k), 403(b), or 457 plan, is the mutual fund company, insurance company, brokerage firm, or other financial services company that creates, sells, and manages the plan your employer selects.

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Employers should be ready to document that they demonstrated due diligence in selecting a new plan provider.

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The plan provider also customized several features of the interactive voice-response system to accommodate the employee base.

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Davis has more than 20 years of experience in the retirement plan services industry, most recently serving as the national sales manager for a major retirement plan provider.