JKY
-
Posts
3 -
Joined
-
Last visited
-
Pension Investment in Surgery Center, C-Shares
JKY replied to JKY's topic in Retirement Plans in General
Thanks. I appreciate the reply and have asked the client to contact an ERISA attorney to review and take the next step. -
Physician client has investments in a surgery center, C-Class Shares. Client does use the surgery center to conduct surgery for his patients, as do other physicians. Is this a prohibited transaction issue? Does it matter that the retirement plan owns non-voting C-Class Shares?
-
- 401k distribution to terminated participant's IRA. - IRA owner decides to convert the rollover to ROTH. Question: Do the converted ROTH assets continue to receive unlimited asset protection?