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Showing content with the highest reputation on 11/28/2022 in all forums

  1. Lou S.

    Termination Date

    Luke Bailey reacted to Lou S. for a topic

    Ask the client?
    1 point
  2. Bill Presson
    We don't see clients do that.
    1 point
  3. Bird
    The notice does not need to be signed. Depending on how the plan is set up, there may be other documentation that needs to be signed - an amendment - if it is a SHNE "maybe" or "not" with an annual change to "yes" when desired.
    1 point
  4. MWeddell
    I don't believe I have ever seen a safe harbor notice signed. I tend to work with sponsors of large plans.
    1 point
  5. C. B. Zeller

    DB RMD - when is it due?

    Bri reacted to C. B. Zeller for a topic

    Then you inform the client that they need to get you whatever information is required for you to accurately calculate their benefit before the RBD if they want to avoid a disqualifying failure, and fines.
    1 point
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