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Loan MINIMUM


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Guest dhall
Posted

Can a plan state the the MINIMUM loan that can be taken is $2,500? $5,000? I know it's usually $1,000. <_<<_<

Posted

History lesson - b,r,f problems - DOL gives $1,000 minimum as ok, anything higher has to be tested under b,r,f to prove non-discrimination. Will you client pay for the additional testing?

Posted

And, I would thinkthe testing would be ongoing, not just at the point of amendment since account balances will be ever-changing.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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