Gary Posted June 30, 2012 Posted June 30, 2012 plan sponsor approaches me with a plan in which he has not filed 5500s since 2000 and has not done valuations. plan has close to 400k. he would like to terminate and rollover into IRA (of course). he is approaching age 70. my impression is to file anonymous VCP suggestinig that all prior years' vals and 5500s to be created. any better suggestions? thanks
tuni88 Posted June 30, 2012 Posted June 30, 2012 plan sponsor approaches me with a plan in which he has not filed 5500s since 2000 and has not done valuations.plan has close to 400k. he would like to terminate and rollover into IRA (of course). he is approaching age 70. my impression is to file anonymous VCP suggestinig that all prior years' vals and 5500s to be created. any better suggestions? thanks Dis-approach the plan sponsor.
Recommended Posts
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 accountSign in
Already have an account? Sign in here.
Sign In Now