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Showing content with the highest reputation on 08/19/2016 in all forums
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EE 1: 5 years EE 2: 3 years EE 3: 2 years EE 4: 2 years At first it looks like only 2. But EE 4 turned 62 in 2013 and became 100% vested at NRA. So, now you have three. Just my guess.2 points
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Control Group question
RatherBeGolfing reacted to Lou S. for a topic
Do I follow this correctly? HC 100% -> A HC 60% - > I HC 40% -> B I 60% -> B Wouldn't that translate to HC pass through ownership from I being 60% of 60% = 36% So HC 40% (Direct) + 36% (Indirect) = 76% -> B < 80%, thus no CG? Or am I off base on my analysis?1 point -
If memory serves, ... you now have 5 separate accounts in the plan, one each for the benefit of each beneficiary. That would be 5 accounts, all in the name of the deceased participant, each one FBO a different beneficiary. And what QDROphile said.1 point
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