Hypothetically Posted October 18, 2013 Posted October 18, 2013 Hypothetically - you are an ERPA. Your employer starts a PS in 2012 and rolls over some IRA money into the plan then proceeds to withdraw most of it. No ER contributions or salary deferrals were ever made. No 1099-R ever issued and no 5500 report ever filed. Because of your function in the company, you are fully aware of all this, but of course your boss wants you to look the other way. What would you do? Any insight as to how the IRS might catch wind of this and what impact this might have on you?
ETA Consulting LLC Posted October 18, 2013 Posted October 18, 2013 IRS Form 211. Good Luck! CPC, QPA, QKA, TGPC, ERPA
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