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Showing content with the highest reputation on 03/24/2025 in all forums
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Plan participant dies - has no designated beneficiary and no will
ESOP Guy reacted to david rigby for a topic
Right, and don't assume that a court (or the decedent's will) gets to decide. The plan provisions must be followed first. On another matter, if the $$ goes to the estate of the deceased beneficiary, keep in mind that the estate is not a natural person and (therefore) cannot open (or roll to) an IRA.1 point -
Changing compensation definition retroactively
truphao reacted to david rigby for a topic
Right. The actuary can help design something to accomplish this, probably much simpler. If tip documentation is "sketchy", you may be looking for trouble.1 point -
Is additional contribution required
Bill Presson reacted to John Feldt ERPA CPC QPA for a topic
Then why is “gateway” mentioned in the original post?1 point
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