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Showing content with the highest reputation on 08/31/2017 in Posts
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Are you really changing/transferring plans? Or are you really just looking to change funding vehicles/recordkeeper/vendor? When a 401(k) plan moves from Fidelity to Vanguard you don't (or shouldn't) create a new plan and do a plan to plan transfer, what makes this situation any different?1 point -
Would the independent agents want to participate in the MEP when they could easily find a low cost Solo(k) offering on their own, without any of the constraints of the agency? Might be a lot of work for no utilization.1 point
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10-year CC annuity
Bird reacted to Mike Preston for a topic
Huh? As of the point in time where the P died, the B had a right to receive the balance of the payments. If B died, then B's estate is entitled to the remaining payments. I've never seen a plan that would support any other interpretation.1 point -
And that is the big "if...." I often am asked: "Is it worse to not have an IPS and "wing it" or to have an IPS and not follow it." My answer: It's not bad to be a fiduciary, it's just bad to be a bad fiduciary.....1 point
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