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Showing content with the highest reputation on 02/24/2015 in all forums
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And for some reason I think an ESOP could help here!1 point
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Terminating 401k safe harbor match mid year
Lou S. reacted to John Feldt ERPA CPC QPA for a topic
You might want to get paid in advance for the plan termination work. Recommend to explain (in writing) the problems, consequences, and provide your recommendation to file the plan under EPCRS so the eventual distributions will retain their tax-favored status as well if rolled over.1 point -
Plan name (slightly) incorrect
SearchLight reacted to GMK for a topic
If the DRO is otherwise OK, I'd note in the letter that tells the parties that the DRO is qualified that the plan is now known as ABC, Inc. 401(k) Profit Sharing Plan, and leave it at that. If there is another reason to send the DRO back to the judge, I'd have the name corrected along with the other correction(s). (This is my thought on how I'd handle it. I am not an attorney.)1 point -
Employer Won't Safe Harbor Plan: Other Options?
Bill Presson reacted to GMK for a topic
I do not favor transitioning nouns and adjectives into verbs. Granted, it cutifies the language, but sometimes it sounds a bit affectationed and in other cases, it can imprecise the meaning. Maybe I'm just too old to be todayed, but in the future ... sorry, but going forward, I will try to keep up.1 point
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