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Retirement Plan Relationship Manager ERISA Services, Inc.
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Administrator/Consultant (DC and DB) TPA Professionals |
Plumbers Local Union No. 1 Benefit Funds |
Pension Rights Center
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Pentegra
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RTD Financial Advisors
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Retirement Plan Administrator – Senior Associate PBMares
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Retirement Plan Administrator (TPA) Retirement Plan Consultants
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Retirement, LLC
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Farmer & Betts, Inc.
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EPIC: TPA/DPS
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Membership Director: Independent Contractor Retirement Industry Trust Association (RITA)
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Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc.
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Retirement Plan Legal Specialist Pentegra
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Kentucky Trust Company
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Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC
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Retirement Plan Documents Specialist Loren D. Stark Company
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Employee Benefits and Executive Compensation Associate Attorney Verrill
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Nicholas Pension Consultants
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EPIC Retirement Plan Services
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Retirement, LLC
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| What to Do with ADP/ACP Refunds: Personal Finance Aspects BenefitsLink Message Boards  Mar. 8, 2021 "Has anyone ever seen a document for people getting ADP/ACP refunds that addresses the following critical point: what one does with the refunds will dictate the ultimate impact. So others can probably write more eloquently (and with more expertise) than me on: -Availability of deductible pre-tax IRA's -Availability of current year 401k contributions for you or your spouse to offset -Availability of Roth IRA contrbiutions (if not over limits) -Availability of back door Roth IRA contributions -Simply investing in an after-tax account (capital gains, municipal bonds,etc). It seems to me that if there were such a document it would go a very very long way.... I could probably write such a thing with all appropriate disclaimers. I could even do a bit of a choose your own adventure (whats your AGI? Are you married? etc)." |
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