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Showing content with the highest reputation on 04/11/2013 in Posts
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Self Directed --> Trustee Directed
RestAssured reacted to Jim Chad for a topic
There is no "temporary' loss of ability to direct investments. So I agree that no blackout notices are required. FWIW1 point -
That is interesting. The guy who trained me in this business used to say 99% of all questions can be answered by reading the document.1 point
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SSA - from the year 2000!
RestAssured reacted to Kevin C for a topic
What does the plan say? Our VS document has the following: However, if a missing Participant or Beneficiary has not been located by the time the Plan terminates, the forfeiture of such Participant’s or Beneficiary’s distributable amount will be irrevocable.1 point -
May a non-profit terminate a 403b and start a 401k plan in the same year?
MWeddell reacted to Carol V. Calhoun for a topic
I assume you're referring to 403(b)s in the private sector? A public school is pretty much stuck with 403(b) or 457(b), unless there is a grandfathered 401(k).1 point
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