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Posted

I am not sure how to interpret the VCP fee chart. The plan has 52 participants.

There is only 1 participant affected. More than 5% owner, still working, age 80. Plan has never distributed any RMDs.

Is the fee $2,500 PLUS $500 for the 401(a)(9) failure? Or is it just $500?

QPA, QKA

Posted

Apart from the plan's correction, what income taxes, excise taxes, and corrections are required of the participant?

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

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