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L_Ann_F

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  1. L_Ann_F
    Thank you, RBG.
  2. L_Ann_F
    Thank you, Lois!
  3. L_Ann_F
    Does anyone know if the hurricane extension applies to a TPA firm that is preparing the 5500 if they are in the declared disaster area? I can't find info on this. Thanks!
  4. L_Ann_F
    We use a third party to Rollover the money to. Not sure I can post names here, so I PM'd you.
  5. L_Ann_F
    We use PenChecks. They are very eary to work with and not very expensive.
  6. L_Ann_F
    Thank you
  7. L_Ann_F
    The plan sponsor has two plans, a money purchase plan & a 401K plan. The employee is a participant in both plans. Each plan allows for loans and the limit of each plan is one loan at a time. I understand that the $50,000 limit applies to both plans being treated as a single plan. Participant can only take a loan of $50,000 combined from both plans (not $50,000 from each of the two plans totaling $100,000). Since each plan only allows for one loan at a time, would both plans be treated as a single plan limiting the number of loans to one total from both plans?
  8. L_Ann_F
    Relius User Group meetings will give you ASPPA credits for attending the meeting. NIPA takes ASPPA credits so you can use those. I do. The Mid Atlantic alternates between Philadelphia PA & Newark NJ (Just held last Thursday) , & New England is in Springfield MA (just held this past April). Hope this helps.
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