Phoenix Chapter - What Ever Happened to that Plan with the Failure?

  • 14 Feb 2019
  • 11:30 AM - 1:00 PM (UTC-07:00)
  • Phoenix Country Club 2901 N. 7th Street Phoenix, AZ 85014

What Ever Happened to that Plan with the Failure?


Did you ever wonder whatever Happened to that Plan…


    •    …that failed to update their plan document for the last 3 cycles?
    •    …that caused the violation of their SIMPLE IRA’s exclusive plan rule?
    •    …that used the wrong definition of compensation?


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