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Showing content with the highest reputation on 06/14/2016 in Posts
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Information about ASPPA certification 2016
Lou S. reacted to Mike Preston for a topic
Sign up at www.asppa.org. Study materials are listed there.1 point -
I think if the Sponsor's RK is having a hard time allocating the money to the participant accounts then it may be time for a new RK. The DOL's rule targeted only the Plan Sponsors, but no the RKs. It may be a lot to ask for some RKs to allocation within X number of days, depending on what systems or investments they use.1 point
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While I agree with David, generally, 1) the PLAN still needs counsel to determine the effect and effectiveness of the disclaimer should it arrive; and 2) these forums provide an opportunity for learning, so context (estate tax, income tax and the like can be helpful in understanding).1 point
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