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Showing content with the highest reputation on 02/22/2019 in Posts
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so for 2019 you have lots of choices. good luck!2 points
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Loan Failure - Relief from Reporting Loans as Deemed Distributions
Mike Preston reacted to tghooper for a topic
Welll, if I'm filing the VCP then I get to drive the bus1 point -
Cross-testing with a 401(k)
justanotheradmin reacted to CuseFan for a topic
If you have it, the Cash Balance Answer Book shows exactly how to convert the contribution credit/accrued benefit to an equivalent contribution. You may be able to restructure and pair old NHCE with young partner, testing on contribution basis, and older partner with younger NHCE on a benefits basis.1 point -
Cross-testing with a 401(k)
justanotheradmin reacted to C. B. Zeller for a topic
Yes, you can test a DB plan on a contribution rate basis by using the present value of the increase in the accrued benefit. This however you can't do. Your actuary is correct. A CB pay credit is a hypothetical allocation.1 point -
Is rollover money exempt from the 10% penalty?
Bill Presson reacted to QDROphile for a topic
I was just complimenting Lou S.1 point -
Is rollover money exempt from the 10% penalty?
Bill Presson reacted to ESOP Guy for a topic
I don't think Lou needs a cite in this case. If someone wants to claim the terminated over 55 exception applies to this plan and not the original plan the burden is 100% on them to prove it. The plain reading of the rules gives no reason to think that exception "sticks" to the money.1 point