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Showing content with the highest reputation on 06/29/2021 in Posts
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Estate account
Bill Presson reacted to Lou S. for a topic
How would an IRA work? You'd have to set it up in the dead participant's name which I don't think you can do after death. If the estate is the beneficiary, why not send a check payable to "The Estate of enter deceased participant name". You could send it by certified mail or or some other delivery service with signature required. If you're concerned about them holding the check, why not send them a cashier's check to close the trust?1 point -
Our policy - never ever ever "poke the bear." They take the time they take, and when agitated it usually isn't a pleasant experience. That said, it appears 6-10 months is now the normal - and that's down from 10-18 months a couple of years ago.1 point
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New Defined Benefit Plan for 2020
Bill Presson reacted to Mike Preston for a topic
With a general caveat that we don't know what we're doing with respect to retroactive adoptions and therefore all we can do is good faith compliance, what you describe should work the way you want it to without problem.1 point
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