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Tag Archives: VCP
Ways to Correct Governmental Plan Problems
By Jeff Chang There are several tools that can be used to correct or fix governmental plan problems. First, some classification. Practically all the retirement plans we discuss are “tax-advantaged” in one form or another. However, within this group, there … Continue reading
Posted in 401(a), Governmental plans, Plan Administration, Plan Qualification
Tagged EPCRS, plan checkup, SCP, VCP
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The Improper Use of Governmental “Pre-Approved” Plans
By Jeff Chang There continues to be new, complicated problems arising from the improper completion and use of off-the-shelf governmental pre-approval plans. Generally, a pre-approved plan from the document provider is reviewed and pre-approved by the IRS for its general … Continue reading
Posted in Governmental plans, Plan Administration, Plan Qualification, Pre-Approved
Tagged auto-enrollment, opt-in, VCP
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