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Showing content with the highest reputation on 01/01/2024 in Posts
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Excel for Cross Testing Modeling
Luke Bailey reacted to John Feldt ERPA CPC QPA for a topic
None of the SEP contribution gets counted in the nondiscrimination testing, so the amounts contributed to the SEP count as a zero EBAR and fulfills $0 toward the minimum gateway.1 point -
Roth-K Distribution Death Benefit Question
Luke Bailey reacted to Appleby for a topic
Hi Luke- yes. But, if the spouse already had a Roth IRA, the first Roth IRA starts the 5-year period for a qualified distribution,1 point -
I wouldn't typically terminate a plan before the end of the year if the company wanted to make a contribution for that year, or else, as Bill Presson notes, you do something to waive last day requirements or whatever. Depends on what you want to happen I guess. mutatis mutandis to you too.1 point -
Missed Deferral Opportunity- no other members of employees group
Luke Bailey reacted to Bri for a topic
If it's a safe harbor 3% nonelective plan, I believe EPCRS says to use 3% as the makeup QNEC. (Looking at page 85 of 140 in RevProc 2021-30 while typing this)1 point -
If I grasp the meaning here, then it depends on what your termination amendment/resolution says. Ours typically eliminates last day requirement.1 point
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