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Showing content with the highest reputation on 04/19/2016 in all forums
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Counting prior service forever?
Lou S. reacted to david rigby for a topic
I think the sponsor must first address the second and third "If..." sentences in Post #2, in light of what was intended. My reference to "prospective" is that the sponsor should then amend the plan to incorporate the intent, for any future new hires.1 point -
Proposed questions on the 5500 are asking about UBTI. The plans were never exempt.1 point
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Cash Balance Plan - Self-directed?
SwimmingInBowelsOfERISA reacted to rcline46 for a topic
A self directed DB plan - not a good idea. You can give market rate earnings in a CB plan, but considering the minimums required, floors on the hypothetical account balances and such stuff, not a good idea even if legal.1 point -
Defined Benefit Plan Diversification Requirements?
SwimmingInBowelsOfERISA reacted to Lou S. for a topic
1 is too few, 13 million is too many. So somewhere in between. Like jpod I don't thing there i any direct guidance on the optimal number of investments. It is left to the prudence of the Trustee's to decide.1 point
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