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Showing content with the highest reputation on 12/14/2018 in Posts
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5500 filed without audit attached
John Feldt ERPA CPC QPA and one other reacted to MoJo for a topic
One of our clients just got that same letter.... Unfortunately, "some" in this industry think this is a legitimate tactic - as filing under DFVC has a price tag associated with it - and "apparently" the 45 letter lets you off "scot-free" if you meet the deadline. I think it is a very, very dangerous practice....2 points -
Missing Participant Turns Up After Paying PBGC
Lou S. reacted to david rigby for a topic
Assuming the Plan performed the termination correctly, and passed the info and $$ to the PBGC correctly, the Plan is done. Provide the participant with the PBGC contact information.1 point -
Hardships under facts and circumstances can be for almost anything. There are many financial considerations to consider, though. From: https://www.irs.gov/retirement-plans/retirement-plans-faqs-regarding-hardship-distributions So, if they have a brokerage account, or a pleasure boat, or even a coin collection, then they may have other resources available.1 point
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