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elgordo42

Gatekeeper And Vanguard?

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Now that Gatekeeper is joining the CPI team, I am wondering:

Are there any districts out there who currently have Gatekeeper as TPA,

and are getting direct investing with Vanguard?

or T. Rowe Price? or Fidelity? or TIAA-CREF?

 

(I'm hoping that the answer is yes, and that Gatekeeper can teach CPI how to do it right.)

 

P.S. We have the 403bASP option already, but are looking for the more direct link to Vanguard.

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can you expand on this gatekeeper option. Are they a TPA? If So, they offer vanguard funds cheaper and more direct than 403basp .10 fee structure?

 

THANKS>

 

 

They are (were) a competing TPA / common remitter service. I have seen both good and bad reviews of their service.

 

I am hoping for more direct access than 403bASP... so I won't have to pay so many middlemen.

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Eldorado Don't expect much from Gatekeeper there is a reason they had to be sold. Gatekeeper Supposedly has an agreement with fidelity. However My wife has tried 3 times to set up account with Fidelity only to be told there was no agreement in place with Gatekeeper. The Gatekeeper People swear they have signed the agreement.

 

 

403 b are still a mess!!!! Thanks IRS

 

 

Rich

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