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Showing content with the highest reputation on 12/04/2020 in all forums
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Well you have to grant service for time with all ASG/CG members, but I don't believe that extends to the time before they were an ASG/CG. To be clear and avoid any potential confusion, the plan should be amended to grant past service with new doctor's corp if that's the intention which it usually is in these situations.1 point
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Controlled Group Plan Merger Question
C. B. Zeller reacted to Bill Presson for a topic
CBZ's post also points out "total of the plan's assets and the assets of all other one-participant plans maintained by the employer....does not exceed $250,000" which could be an issue depending on how long the controlled group has existed and how much the assets were in total for both plans.1 point -
Paying TPA Fees from Plan Assets
ugueth reacted to C. B. Zeller for a topic
Is the plan participant directed? Are you looking to take fees from forfeiture or from participant accounts? Did the participant fee disclosure state that TPA fees might be paid from their accounts?1 point -
Failure To File Extension
ugueth reacted to C. B. Zeller for a topic
Do DFVCP now. The fee to file is small enough that it shouldn't even be a question. Admit the mistake to the client and explain that you are going to eat the costs since it was your mistake. Consider yourself lucky that you caught it before the client did, or worse yet, the IRS or DOL.1 point
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