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BG5150

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Topics posted by BG5150

  1.  

    Late deposit earning loan repayments in Relius

    By BG5150, in Relius Administration

    • 6 replies
    • 468 views
  2.  

    Late deferrals: calculating lost earnings

    By BG5150, in Retirement Plans in General

    • 2 replies
    • 1,178 views
  3.  

    Processing deferrals before payroll date

    By BG5150, in 401(k) Plans

    • 3 replies
    • 792 views
  4.  

    Can Relius calculate earnings on late deferrals?

    By BG5150, in Relius Administration

    • 0 replies
    • 237 views
  5.  

    Turn off job listings?

    By BG5150, in Using the Message Boards (a.k.a. Forums)

    • 1 reply
    • 293 views
  6.  

    Can ER stop auto-enroll in a new plan

    By BG5150, in 401(k) Plans

    • 1 reply
    • 464 views
  7.  

    Stopping installment payments?

    By BG5150, in Distributions and Loans, Other than QDROs

    • 8 replies
    • 1,281 views
  8.  

    Catch-ups and Roth availability

    By BG5150, in 401(k) Plans

    • 7 replies
    • 1,024 views
  9.  

    Funds accumulated for at least two years: meaning?

    By BG5150, in Distributions and Loans, Other than QDROs

    • 5 replies
    • 1,289 views
  10.  

    Missed deferrals with match correction

    By BG5150, in Correction of Plan Defects

    • 6 replies
    • 2,639 views
  11.  

    Did not do cashout under $5k--failure to provide benefit on 5500?

    By BG5150, in Form 5500

    • 3 replies
    • 1,560 views
  12.  

    Enhanced Catch-up--discretionary or not?

    By BG5150, in Retirement Plans in General

    • 4 replies
    • 3,641 views
  13.  

    Partial Plan Term--Do Accounts HAVE to be distributed?

    By BG5150, in Retirement Plans in General

    • 6 replies
    • 3,352 views
  14.  

    Incorrect percentage taken from bonus

    By BG5150, in Correction of Plan Defects

    • 6 replies
    • 1,213 views
  15.  

    Where can I find ERISA?

    By BG5150, in Retirement Plans in General

    • 11 replies
    • 3,418 views
  16.  

    Self-certification of H'ships--issues if done wrong?

    By BG5150, in Distributions and Loans, Other than QDROs

    • 6 replies
    • 2,111 views
  17.  

    Partic asked for Roth, got Pre-tax. 3 years

    By BG5150, in Correction of Plan Defects

    • 6 replies
    • 1,244 views
  18.  

    RMD for seasonal employee?

    By BG5150, in Distributions and Loans, Other than QDROs

    • 6 replies
    • 1,382 views
  19.  

    Comp for match--stop match after the limit?

    By BG5150, in 401(k) Plans

    • 3 replies
    • 1,186 views
  20.  

    Employer name with d/b/a

    By BG5150, in Form 5500

    • 1 reply
    • 670 views
  21.  

    Wrong Plan name on 5558--what to do

    By BG5150, in Form 5500

    • 6 replies
    • 1,417 views
  22.  

    Plan switched carriers in 2023--do I need attachment per 4j on Sch H?

    By BG5150, in Form 5500

    • 0 replies
    • 458 views
  23.  

    Secure Act 2 amendments: must stay in plan?

    By BG5150, in Retirement Plans in General

    • 5 replies
    • 1,776 views
  24.  

    Plan effective 2023 but adopted in 2024--5500 needed?

    By BG5150, in Form 5500

    • 2 replies
    • 691 views
  25.  

    Compensation cap for match--payroll basis?

    By BG5150, in 401(k) Plans

    • 6 replies
    • 1,298 views
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