shERPA Posted March 26, 2020 Report Share Posted March 26, 2020 Had an exchange with an employee today - a client's CPA referred to a client's "Keogh" plan. Our administrator didn't know what that term meant. ESOP Guy and AndyH 2 I carry stuff uphill for others who get all the glory. Link to comment Share on other sites More sharing options...
Bill Presson Posted March 26, 2020 Report Share Posted March 26, 2020 ? William C. Presson, ERPA, QPA, QKAbill.presson@gmail.com C 205.994.4070Connect on LinkedIn Link to comment Share on other sites More sharing options...
QDROphile Posted March 26, 2020 Report Share Posted March 26, 2020 That may not be a bad thing. It was sometimes tricky dealing with participants (professional partnership members) to make them understand their Keoghs were not somehow magically excepted from the 401(k) rules. Link to comment Share on other sites More sharing options...
shERPA Posted March 26, 2020 Author Report Share Posted March 26, 2020 Oh yeah, it is a good thing, no disparagement of our administrator intended. There's no reason to clutter up current rules with ancient outdated stuff from the past and younger people in the business wouldn't hear it unless talking to someone of a certain age. Just makes me feel old. Like the time an employee asked how you use a typewriter. I carry stuff uphill for others who get all the glory. Link to comment Share on other sites More sharing options...
QDROphile Posted March 26, 2020 Report Share Posted March 26, 2020 If you really want to FEEL old, try BPH. Link to comment Share on other sites More sharing options...
Belgarath Posted March 27, 2020 Report Share Posted March 27, 2020 I'm officially "old" but I don't get the BPH reference? Link to comment Share on other sites More sharing options...
Bill Presson Posted March 27, 2020 Report Share Posted March 27, 2020 2 hours ago, Belgarath said: I'm officially "old" but I don't get the BPH reference? I've only ever heard it as meaning "enlarged prostate." ? William C. Presson, ERPA, QPA, QKAbill.presson@gmail.com C 205.994.4070Connect on LinkedIn Link to comment Share on other sites More sharing options...
Belgarath Posted March 27, 2020 Report Share Posted March 27, 2020 If that's what it is, I'm glad I didn't know!!! Bill Presson 1 Link to comment Share on other sites More sharing options...
QDROphile Posted March 27, 2020 Report Share Posted March 27, 2020 The "B" is "benign" but I think that is soft-pedaling it even though technically it distinguishes the condition from more scary alternatives such as cancer. Be content (and continent) in your ignorance. Bill Presson 1 Link to comment Share on other sites More sharing options...
Belgarath Posted March 27, 2020 Report Share Posted March 27, 2020 I wallow in my ignorance every day. Life is easier and happier that way. Link to comment Share on other sites More sharing options...
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