I work in the governmental 457b and 401a area.

Advisors I have worked with are always concerned about the inability to get equal pricing when a governmental agency has a 401a money purchase and a 457b deferral plan. The recent Rev Ruling 2011-1 will allow for the comingling of the plans into 1 trust (Contract).

I have worked with the following vendors and I know they cannot handle. There are work arounds but still the pricing is basically seperate and the 457b is always the drag on the much larger 401a. This is a huge fiduciary concern for the advisors I work with.

Does anyone know or can suggest a vendor that can handle these plans under one contract?

PainPA,

Yes, my firm can handled this in the manner you describe and allay many of the fiduciary concerns. We've done exactly that for a group of municipalities in California, but the concept of aggregation can be applied anywhere. My firm is based in the midwest, but I am personally based in NJ. How do we get in touch?

- JGPension