Retirement Plan Relationship Manager ERISA Services, Inc. |
Central Pension Fund of the IUOE |
Retirement Plan Legal Specialist Pentegra |
Trucker Huss, A Professional Corporation |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Prime Pensions, Inc. |
Retirement, LLC |
Bates & Company |
Nicholas Pension Consultants |
Nova 401(k) Associates |
Compass Retirement Consulting Group, Inc. |
United 401(k) Plans, Inc. |
Central Pension Fund of the IUOE |
Carpenter Morse Group |
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Client Received IRS Letter Regarding Potential Partial Termination BenefitsLink Message Boards ![]() Aug. 12, 2021 "A client just received a letter from the IRS about their 2018 Form 5500. The number of participants at the beginning of the year was 15, and at the end of the year was 10, which is a 33% reduction... but the reduction was due to terminated participants who took their distributions. The 20% number for a presumed partial termination is in regards to turnover, which means a lay off of active employees, right? What's the IRS doing sending letters and scaring sponsors over this?" |
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