Archives for January 15, 2009

Warning: Don't let administrators act as custodian – Part 3

*** This is Part 3 of a series about the dangers of letting an administrator act as custodian. Make sure you read Part 1 and Part 2 first to make sense of this post. *** The illegitimate custodian test Ask "Who should the check be payable to for the rollover contribution or transfer?" Ask "If my … [Read more...] about Warning: Don't let administrators act as custodian – Part 3