To Scott Harrison - you are absolutely correct, my response was hasty and I apologize (as I did to you, the client and the benefit services company that hired us). I erroneously shared with the client that you not providing the client with the required...
Read MoreTo Scott Harrison - you are absolutely correct, my response was hasty and I apologize (as I did to you, the client and the benefit services company that hired us). I erroneously shared with the client that you not providing the client with the required ERISA Schedule A documents, which turned out to be the insurance companies systems issues, was wrong, and I regret telling the client that. That said, and not to take away form my apology, as I am sorry, is we are always going to advocate for our legal clients, which in this case happened to also be your client, and not the benefit services company or you the broker. The $151 per day fines, and stigma with the IRS for erroneous or late filing is bad for the client of course and could be considered malpractice on our part - which was the baseline issue that triggered my email telling the client that the refusal to provide 5500 Schedule A was not right. Again, this was a larger system issue and not your fault - and I am sorry. Thanks!
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