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Posted

Had a client ask about this. We do nothing whatsoever with Section 125 plans, so I haven't a clue.

Can anyone either give me a 1 paragraph synopsis, or point me to a source/website that I can look at to simply tell the client "this is what you have to worry about, and go see someone who does 125 plans?" Thanks!

Posted

Not for 1 second! If I were going to read 125/regs, I wouldn't have asked the question in the first place. Hence my question as to whether anyone knew of a good brief synopsis on the subject, to which I can refer the client.

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