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Lou S.

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Topics posted by Lou S.

  1.  

    Small Plan PBGC Termination Question

    By Lou S., in Plan Terminations

    • 6 replies
    • 510 views
  2.  

    Secure 2.0 Marital - No longer CG rule

    By Lou S., in Defined Benefit Plans, Including Cash Balance

    • 4 replies
    • 640 views
  3.  

    Roth-K Distribution Death Benefit Question

    By Lou S., in Distributions and Loans, Other than QDROs

    • 5 replies
    • 711 views
  4.  

    415 Max Payout question

    By Lou S., in Defined Benefit Plans, Including Cash Balance

    • 5 replies
    • 339 views
  5.  

    UBTI Question

    By Lou S., in Retirement Plans in General

    • 0 replies
    • 282 views
  6.  

    59 1/2 - When exactly?

    By Lou S., in Distributions and Loans, Other than QDROs

    • 17 replies
    • 2,650 views
  7.  

    Plan Term - 401(k) Contributions Continue

    By Lou S., in Plan Terminations

    • 7 replies
    • 643 views
  8.  

    RMD Rolled Over

    By Lou S., in Distributions and Loans, Other than QDROs

    • 5 replies
    • 721 views
  9.  

    PBGC Majority Owner Waiver

    By Lou S., in Defined Benefit Plans, Including Cash Balance

    • 1 reply
    • 507 views
  10.  

    PBGC Premium Alternative Method

    By Lou S., in Defined Benefit Plans, Including Cash Balance

    • 4 replies
    • 611 views
  11.  

    401(a)(26) and Frozen Cash Balance Plan

    By Lou S., in Defined Benefit Plans, Including Cash Balance

    • 1 reply
    • 650 views
  12.  

    5500-EZ Electornically Filed - earlier this year - new E-mail after 7/31 filing

    By Lou S., in Form 5500

    • 8 replies
    • 822 views
  13.  

    Terminating Safe Harbor 410(k) Plan Mid year - Retain SH status?

    By Lou S., in Plan Terminations

    • 1 reply
    • 581 views
  14.  

    2019 Non-calendar 1 man 5500 SF or EZ?

    By Lou S., in Form 5500

    • 3 replies
    • 304 views
  15.  

    DB Term - 1 Man Timing

    By Lou S., in Defined Benefit Plans, Including Cash Balance

    • 1 reply
    • 590 views
  16.  

    Form 5500 Sch SB Prefix

    By Lou S., in Form 5500

    • 3 replies
    • 786 views
  17.  

    Secure Act Death Benefit

    By Lou S., in Distributions and Loans, Other than QDROs

    • 2 replies
    • 695 views
  18.  

    Terminating Plan - RMD Required?

    By Lou S., in Distributions and Loans, Other than QDROs

    • 14 replies
    • 3,881 views
  19.  

    Loan prepayment allowed?

    By Lou S., in Distributions and Loans, Other than QDROs

    • 21 replies
    • 2,230 views
  20.  

    RMD in Plan with ROTH and non-ROTH

    By Lou S., in Distributions and Loans, Other than QDROs

    • 2 replies
    • 628 views
  21.  

    Starting Qualified Plan When SIMPLE-IRA exists

    By Lou S., in SEP, SARSEP and SIMPLE Plans

    • 7 replies
    • 1,395 views
  22.  

    Rolled to ROTH IRA - Wants to change mind, any options?

    By Lou S., in Distributions and Loans, Other than QDROs

    • 4 replies
    • 576 views
  23.  

    Controlled Group Change - New Company - New Plan timing

    By Lou S., in Retirement Plans in General

    • 2 replies
    • 659 views
  24.  

    RMD after death

    By Lou S., in Distributions and Loans, Other than QDROs

    • 7 replies
    • 674 views
  25.  

    DIsqualified Plan - Minimum Funding?

    By Lou S., in Defined Benefit Plans, Including Cash Balance

    • 6 replies
    • 727 views
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