Lois Baker

Sorry for the trouble. Messge board software was updated a few days ago; looks like a bug crept into the mobile view. Fix applied (I hope) -- could you please try again, and let me know if the bug is now squashed?

A bit late to this dance, but today's BenefitsLink newsletter includes a just-published IRS PLR that might be of interest: https://www.irs.gov/pub/irs-wd/201833012.pdf

This might be of interest: https://www.winston.com/en/benefits-blast/2018-hsa-family-contribution-limit-reduced-by-50-adoption.html " A number of organizations and trade groups have approached the IRS to discuss transition relief or other solutions that would minimize disruption and unexpected administrative burdens imposed on employers and individuals."

A few other changes as well: https://benefitslink.com/news/index.cgi/view/20180305-141517

Here's one possibility: http://www.shareasale.com/r.cfm?b=935169&u=1219761&m=67808&urllink=&afftrack=

This might be of interest: https://benefitslink.com/news/index.cgi/view/20171214-139875

Ask and ye shall receive: https://benefitslink.com/newsletters/2017/2017_11_20_retirement_bulletin.html

https://www.irs.gov/pub/irs-drop/n-17-64.pdf Highlights: DB 415 limit increases from $215,000 to $220,000 DC 415 limit increases from $54,000 to $55,000 Elective deferral limit increases from $18,000 to $18,500 Annual compensation limit increases from $270,000 to $275,000 Key employee remains unchanged at $175,000 HCE remains unchanged at $120,000 457 deferral limit increased from $18,000 to $18,500

ASPPA and NAPA news bulletins are indeed only available to members. BenefitsLink newsletters are free; they link to "topical, technical and timely" articles, government documents, and other publications from literally hundreds of sources (including ASPPA/NAPA).

This one? https://www.congress.gov/bill/115th-congress/house-bill/3823?r=1

Here's the DOL (9/15/17): https://www.dol.gov/newsroom/releases/ebsa/ebsa20170915

Deadline for safe harbor contributions apparently is not included, though; see: http://www.relius.net/News/TechnicalUpdateDetails.aspx?T=P&1=1&ID=1111

How about #24 under "Employee Benefit Issues" in Rev. Proc. 2007-56: A contribution to a qualified retirement plan (other than an individual retirement account) shall be deemed to have been made by the taxpayer on the last day of the preceding taxable year if the contribution is made on account of such taxable year and is made not later than the time prescribed for filing the return for such taxable year.

IRS page with comprehensive Irma relief info: https://www.irs.gov/newsroom/help-for-victims-of-hurricane-irma So far, Brevard County doesn't seem to be on the list.

Also IRS Announcement 2017-13 just released, allows loans and hardship withdrawals for Hurricane Irma victims, similar to relief announced for Hurricane Harvey: https://benefitslink.com/src/irs/a-17-13.pdf

Looks like final regs were sent to OMB on August 9, but review could take a while -- see https://benefitslink.com/news/index.cgi/view/20170816-136885

Indeed. And many of the links aren't working yet. We're working to update the links on our site/newsletters - if we can help with finding anything, don't hesitate to ask.

Happy birthday to Dave Baker -- 29 (again) today!

Related recent thread; might find some useful info here:

Folks, I'm not sure the original article in fact agrees that loans are double-taxed; I think he's perhaps stepping through the (admittedly flawed) reasoning in order to make a point. After walking through the numbers, here's what he says (emphasis added): The bottom line here may be that the potential for confusion is just one more reason plan loans are a bad idea.

Glad you posted this, Tom - we've been wrestling with this question in the new setup. Right now the default seems to be set to "send emails" for most notifications. We can change that -- would most folks would prefer emails, or "inline" notifications (i.e., a flag or popup on the board itself)?

Mike (and other moderators) - We've tinkered with some of the (deeply buried) settings in the new software - I believe moderator editing has been fully restored. If you view any message thread, you should now see an "edit" link at the end of each message. If you click on that link for the first message (i.e., the one that started the topic), you should be able to edit the title and the text. If you click on that link for any other message in the thread, you should be able to edit the text of that message.[We can. :-)] Please let me know if that works for you ... if not, we'll keep digging.

Here's the official word from DOL: ... and from IRS for late 5500-EZ filings:

Try Activity => Unread Content => Show me "content items only". Does that work?

Oops - the drop-down menu error was an oversight - should be fixed now to the "New Activity" page. You can whittle down the items on that page: click on the "Activity" tab, then on "Unread Content" -- then you'll see a line of buttons to select what you'd like to see ("Show Me", "Content types", "Read status", etc.). You can also save choices as an "Activity Stream": click on the "Activity" tab, then on "My Activity Streams" ... then "Create new stream". You can select what you'd like to see, give that set of options a name ... and it will be there under "My Activity Streams" next time you visit. Hope that helps - if it's not clear, please ask - we'll do our best!