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Showing content with the highest reputation on 05/09/2013 in all forums

  1. John Feldt ERPA CPC QPA
    "reputable recordkeeper" reputed for what?
    1 point
  2. Lou S.
    record keeper is an idiot have them tell you what code section allows them to apply 100% of the exess payment to interest. Estimate the APR that would generate and then ask them to justify that as a reasonable rate of interest under 72(p)
    1 point
  3. david rigby
    I have not verified this one, but note that many of the exemptions are predicated on compliance with the pre-ERISA statute.
    1 point
  4. jpod

    Spousal Consent

    ETA Consulting LLC reacted to jpod for a topic

    toolkit: While they are subject to 401(a)(4), I believe they are still exempt from the current 401(a)(4) regulations, so don't feel too bad. (They are subject to a "good faith" standard in implementing 401(a)(4), but do not need to comply with all of the nuances of the regulations.)
    1 point
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