Hello,

A client is considering adding a PS source to their 401k plan and would like guidance on rules, regs, types of allocation formulas, etc. Anyone know of a good resource? Thanks

I can't see this as a do it yourself job. There are so many options that will do so many different things. They all have advantages and they all have disadvantages. I highly recommend talking this over with an experienced administrator.

I would suggest calling ASPPA for members in your area. 703-516-9300