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Showing content with the highest reputation on 10/15/2021 in all forums
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Potential big difference for securities law compliance. If anyone cares. Document providers and TPAs typically don’t care. One wonders if the SEC or state enforcers care. Which is why you are wondering WTF this post is about.1 point
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Single Member Plan, only asset is the participant loan. Okay?
Lou S. reacted to C. B. Zeller for a topic
If she stopped loan payments, then the loan is in default and a deemed distribution has already occurred, or will as soon as the cure period expires. Technically, even after default, the loan obligation still exists. Repayments would create after-tax basis in the plan. Terminating the plan creates a distributable event and then a loan offset occurs, which is a real (as opposed to a deemed) distribution.1 point -
8955-ssa for 5500-ez
Dave Baker reacted to BG5150 for a topic
In the Who Must File section: Sponsors and administrators of government, church, and other plans that are not subject to the vesting standards of section 203 of ERISA (including plans that cover only owners and their spouses or cover only partners and their spouses) may elect to file Form 8955-SSA voluntarily. See the instructions for Part I, line A.1 point -
Group Term Life
Luke Bailey reacted to CuseFan for a topic
Correct, whereas a W-2 comp definition includes GTL, a 3401(a) comp definition does not.1 point
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