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How to Legally Handle a Client Who Refuses to Fix a Plan
McAfee & Taft 
Jan. 6, 2026 "There really is no such thing as a 'kind of' correction with a qualified retirement plan. An error is either fixed or it's not. A plan either remains qualified or it doesn't. There is nothing in between. Some people do not understand this or choose to ignore it, putting their company's entire qualified retirement plan (and all the employees' money in it) at risk of taxes and penalties. So, what's the best way to handle these situations?" MORE >> |
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