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Showing content with the highest reputation on 06/03/2013 in all forums
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Loans
Bill Presson reacted to BG5150 for a topic
Did the participant not get a copy of the amortization schedule? Did the participant not get quarterly or annual statements with the loan balance? I would not say the fault lies entirely with the plan sponsor. Who did the year-end reconciling of the plan? TPA? Bundled provider? Someone should have seen this person was really behind at the end of '09. '10 the latest.1 point -
Balance Forward PS Plan and Interim Valuation
Bill Presson reacted to Bird for a topic
We would do two separate allocations of the gain/loss (thru 9/30 and after 9/30), but maybe/probably just show the net total on a yearly statement, especially if no one else got a 9/30 statement. I do not believe it would be appropriate to allocate the remaining gain for the full year, carving out the physician. A val date is a val date and once it is passed that's your new beginning balance for the next period.1 point -
I agree with BG, but there's a little more to calculating the partner's compensation for plan purposes than pulling a number off the K-1.1 point
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