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Showing content with the highest reputation on 08/04/2018 in all forums
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When is 'loss date' for late deferrals?
Cassopy reacted to John Feldt ERPA CPC QPA for a topic
For the cost of just a few pennies per day for each $1,000 that is late, use the payroll date. If you're investigated by the DOL, they now can't question the choice regarding the loss date. Using the pay date eliminates that scrutiny.1 point -
Owner wants to terminate employment to get plan assets
Mike Preston reacted to K2 for a topic
Get a QDRO. Distribute all the assets to the alternate payee.1 point
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