Leaderboard
Popular Content
Showing content with the highest reputation on 08/25/2021 in Posts
-
Projected limits?
Bill Presson and one other reacted to Tom Poje for a topic
nice to see that even though I'm retired something of mine is still being used by some pension folks. God bless, all!2 points -
TE Compliance Unit Letter for 1 participant plan
Bill Presson reacted to Bird for a topic
I agree with Mike, don't appease. We either had that nonsensical answer or I read about it here. Honestly if the letter is what I think it is there is a place to indicate that the return was in fact filed but with a different TIN; complete that section and it should go away.1 point -
Loan default correction
Bill Presson reacted to TPApril for a topic
I have pushed back against this, asking them to focus on 'intent' fwiw of their deposits and that while a cpa may thrive on creative accounting, their tpa cannot defend this approach.1 point -
Do recordkeepers differ in what they offer for cybersecurity?
TommyGunn13 reacted to Belgarath for a topic
Tommy - FWIW, I don't think that 12 providers/vendors/platforms or whatever are necessarily too many. We are just a fee-for-service TPA, and many of our referrals come from CPA's and investment Advisors. They, and their clients, choose the investments and the platform. So we work with a lot of platforms/providers. Mind you, it would be NICE if they'd work with a limited number, but we have no control...1 point
This leaderboard is set to New York/GMT-05:00