Pension Planners Reviews (2)
Once again, I listened to the video again and it clearly does not say that there will not be a restatement cost to comply with the IRS amendments- the video says no additional fees such as custodian , broker...
Review: On 10/10/2013 I purchased a Qualified Retirement Plan For Small Business Owners (QRP). The main reason I purchased the QRP is because [redacted] said many times in their sales and education videos, audios (I downloaded all of them) documentation, and in live presentations that there will never charge for updating the QRP. Once you pay the $2500 fee for the QRP you will never have to pay another fee as long as you have the QRP. No fees was the main sale pitch for the QRP [redacted] sent me an email on January 6, 2016 stating the QRP needs an update for the first time due to the six year IRS QRP PPA Restatement cycle. The cost will be $795.Desired Settlement: As stated many times by [redacted] once you pay the $2500 fee for the QRP you will never have to pay another fee as long as you own the QRP. Therefore, there should not be a fee to update the QRP and submit the QRP to the IRS due to the six year PPA Restatement cycle.
Pension Planners, LLC Rating
Category: Retirement Planning Service
Address: 4168 Douglas Blvd. Ste. 300, Granite Bay, CA, 95746
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