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Showing content with the highest reputation on 05/21/2024 in all forums
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Can forfeitures be used to pay for earnings on an EPCRS SCP QNEC?
Bri and 2 others reacted to Bill Presson for a topic
Can’t use plan assets to pay employer penalties.3 points -
QDRO for Alimony
RatherBeGolfing and one other reacted to fmsinc for a topic
I suggest that before you waste your time responding the Jack Stevenson you take a look at his repetitive posts over the last few months. https://benefitslink.com/boards/profile/103326-jack-stevenson/content/2 points -
Does the 10% Penalty Apply
Luke Bailey reacted to Bri for a topic
Not the ones who roll over their balances. But the exception is for termination of employment, not termination of the plan. 72(t)(2)(A): (v) made to an employee after separation from service after attainment of age 55,1 point -
EZ Filer.... Changing sponsor from "XYZ CPA" to "Bob & Sue CPAs LLC"
Belgarath reacted to Bill Presson for a topic
Correct. Updated info goes in 1 & 2 and old info in 4a and b.1 point