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Category Archives: IRA Education

Retirement Terms of Endearment: Conduit, Inherited, and Traditional IRA

Retirement terminology can be quite confusing for investors. While much of it originated in the tax code and regulations like the Employee’s Retirement Income Security Act (ERISA), the IRA service industry actually gave life to several of its now-commonplace words and phrases. And some of those terms, while they may be terms of endearment for […]

6 Differences Between Custodians and Administrators

As an independent, qualified custodian, we understand our role is different than that of a third-party administrator (TPA). However, we’re often asked the difference between a custodian and an administrator. Here are six important differences between custodians and administrators. Custodians are subject to federal or state regulation. Regulators must review the financial and operational stability […]

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