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Posted by studiocenter on Feb 2, 2009

Payment Options for Plan Expenses

  • Expenses Borne By Employer
  • Administrative Expenses Payable From Plan Assets
  • Allocation Methods
  • Allocate Fee to Specific Participant
  • Pro Rata or Per Capita Allocation
  • Using Forfeitures to Pay Expenses
  • Defined Benefit Plans
  • Plan Document and Disclosure Requirements
  • DOL Proposals
  • Conclusion

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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