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The following are characteristics of a PDIA in a Solo 401(k) plan, EXCEPT: May be appropriate for a client that is not comfortable with market

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The following are characteristics of a PDIA in a Solo 401(k) plan, EXCEPT: May be appropriate for a client that is not comfortable with market volatility. The contract cannot be held in the participant's name. The plan document must permit segregated accounts. Is appropriate for companies with a large number of participants

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