Jump to content

Recommended Posts

Posted

I have a client that has not funded its DB plan for several years. How do I correct this? I have the actuary running the numbers to determine what has to be contributed. However, I am not sure how to pay the excise tax. I assumed it was a voluntary compliance issue, but now I am not sure. Do I file a VCP or do I just file the 5330s?

Posted

And get out the checkbook.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use