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Showing content with the highest reputation on 01/24/2014 in all forums

  1. Found it. For those of you using Relius Documents, it's included in the text that pops up when you click on the little I in a blue circle that's found on all/most questions. You are no Lame Duck in my opinion. This was huge, thank you very much.
    1 point
  2. Since you submitted to Corbel, I thought you might find the followin from Sungard Corbell's Adoption Agrement Guide interesting. "This option permits partial withdrawals only for required minimum distributions under Code Section 409(a)(9). This option should be selected if the only other form of distribution permitted under the plan is a lump sum and the employer wants to permit participants who arer subject to required minimum distributions to be able to take out more than just the minimum distribution but not the entire amount."
    1 point
  3. We send out (or tell our clients to send out) the supplemental statements, too. They include the vesting schedule, as a lot of carriers do not track vesting for plans with TPAs.
    1 point
  4. Although there are a few instances when after grouping, regrouping, restructuring, standing on your head, and swinging a dead rat by its tail in full moonlight, PD still produces a better result for the HC's than a general tested plan does.
    1 point
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