Jump to content

Recommended Posts

Posted

What is the difference between:

15 Recordkeeping and information management (computing, tabulating, data processing, etc.)

AND

64 Recordkeeping fees

Do I need both? Is one the service and the other whow they get paid for it?? Same thing for:

27 Investment advisory (plan)

AND

51 Investment management fees paid directly by plan

Austin Powers, CPA, QPA, ERPA

Posted
What is the difference between:

15 Recordkeeping and information management (computing, tabulating, data processing, etc.)

AND

64 Recordkeeping fees

Do I need both? Is one the service and the other whow they get paid for it?? Same thing for:

27 Investment advisory (plan)

AND

51 Investment management fees paid directly by plan

We've been using both since the instructutions say to use all applicable codes, even though the codes seem redundant!

Laura

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