I\u2019ll get the referral from and advisor or third party administrator (TPA) with the plan that hasn\u2019t been restated for 15 years and haven\u2019t filed for a 5500 in just as long. They introduce me to the potential client, I offer them my help, and then crickets.<\/p>\n
Even when presented with possible plan disqualification and 5500 penalties that can be thousands of dollars a day, I hear nothing. They\u2019re looking for the one provider who suggests they can terminate the plan or merge into a new plan, to cover the \u201cdead bodies.\u201d Even with all their issues, they still think they can skimp.<\/p>\n
<\/span><\/p>","protected":false},"excerpt":{"rendered":" I\u2019ll get the referral from and advisor or third party administrator (TPA) with the plan that hasn\u2019t been restated for 15 years and haven\u2019t filed for a 5500 in just as long. They introduce me to the potential client, I … Continue reading