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Found 2 results

  1. ratherbereading
    I have a plan that includes overtime, bonuses and commissions in compensation. The document specifies participants may defer up to 100% if their bonuses. It does not mention commissions. A client gave a participant a commission check and withheld 401k deferrals and matched it. Is this okay to do? The document does not address this.
  2. Guest

    Form 5500 SF- Line 8f

    Guest posted a topic in Form 5500

    Hello, On line 8f on the 5500 SF, many TPAs are using the actual fees that appear on brokerage statements to complete the information needed for line 8f. What about investment advisory fees that are not appearing on statements? Are other TPA's not reporting these fees on 8f? really, we are looking for clarification on what fees are being listed fro brokerage accounts. Any insight would be appreciated.
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