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Showing content with the highest reputation on 01/08/2014 in Posts
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There are also potential 404 issues. Two plans handled by different firms = three parties asking for trouble IMHO.2 points
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I'm confused. How is a transfer of surplus assets (and assets in a DB plan are not "allocated" to individual participants) directly to a replacement plan considered as being reportable to a participant or participants on a 1099? I don't see this as being reportable on a 1099 at all. Nothing is being distributed or is distributable to participants.1 point
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New 5500 Search on DOL Web-site
MoJo reacted to ETA Consulting LLC for a topic
12AX7, That was a cheap shot. Needless to say, I was thinking the exact same thing1 point
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