| Plan Type | |
|---|---|
| 401(k) | Yes as funding vehicle only (no plan administration). |
| 412(i)(e) | No |
| 457 | No |
| Charity ownership | Yes |
| Defined Benefit Plan ownership | Yes |
| Inherited/Beneficiary IRA | Yes for inherited IRAs for spouses only No for non-spousal inherited IRAs |
| Non-Qualified Annuities | Yes |
| Non-Qualified Stretch/ Non-Qualified Inherited | No |
| Pension Plan ownership | Yes |
| Profit Sharing | Yes |
| Roth | Yes |
| SEP | Yes |
| SIMPLE | No |
| Traditional IRA | Yes |
| TSA's | Yes for existing TSA's No for new TSA's |