Eligible Plans
- 401(k)
- Profit Sharing
- Defined Benefit
- 457(b) Government Plans
- Cash Balance
- Money Purchase Plans
- Keogh
- Taft-Hartley
- 403(b)(9)(Church Plans)
Plans can invest in 3 simple steps:
1. Sign – Plan/3(38) Sign Participation Agreement
2. Approve – Alta Trust Countersigns Participation Agreement
3. Add – Advisor or Alta Trust presents signed Participation Agreement to Plan Recordkeeper
