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Showing content with the highest reputation on 03/16/2025 in all forums
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The check for 2023 contribution is returned to the client by RK
Bill Presson reacted to Jakyasar for a topic
I am waiting to hear from the RK on the "why". Trying to get to the bottom of all this and still searching for answers.1 point -
The check for 2023 contribution is returned to the client by RK
Bill Presson reacted to david rigby for a topic
This response does not answer the question: Why?1 point -
The check for 2023 contribution is returned to the client by RK
John Feldt ERPA CPC QPA reacted to Bill Presson for a topic
So it was a wire and not a check? This is odd and, while I believe you are saying what you have been told, I don’t believe “did not inform the plan sponsor of any issues/delays” at all. The sponsor is not being upfront OR their spam filter is too tight.1 point -
The check for 2023 contribution is returned to the client by RK
Bill Presson reacted to John Feldt ERPA CPC QPA for a topic
Check bounced? Insufficient funds? Or was it deposited, but perhaps with no allocation instructions, and after getting no response for how to allocate/invest, they sent a check for the trustee to transfer to another trust account for the plan to be held somewhere outside of the R/K platform? Some other reason? The reason it was returned may help for guiding them.1 point
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