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Showing content with the highest reputation on 08/13/2018 in all forums
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I, as an ERPA, get to pick the beer for the office on Fridays. But really, I think it's just stuff like that....VCP applications, determination letters, and audits of plans other than any actuarial calculations.2 points
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What is an Enrolled Retirement Plan Agent allowed to do?
ACK reacted to RatherBeGolfing for a topic
Form 2848. You are still limited in practice areas but getting a POA to speak to the IRS directly is a big plus for practitioners who are not an attorney, CPA/EA, or enrolled actuary.1 point -
ROBS
John Feldt ERPA CPC QPA reacted to Larry Starr for a topic
Yup! We simply will not deal with a plan that is involved in a ROBS. Let others try to solve the inevitable screw ups that are almost 100% guaranteed; we have better things to do than deal with clients who don't listen to us in the first place. FWIW.1 point -
Married 401(k) participant beneficiary not spouse
Brewerr reacted to Larry Starr for a topic
If the plan sponsor has reason to believe she is married (and that she is lying to the employer), the sponsor has a fiduciary duty to ask for a copy of the divorce or legal separation or mandate the spousal consent. Remember, the spouse has ERISA rights that also have to be protected by the plan.1 point
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