pmacduff

You are right - I finally had the client tell me that he signed as Plan Sponsor not Administrator. Sorry for the assumption on my part. I have "amended" and had him resign and resubmit....filing status is now Filing_Received. Thank you for your instruction!

We have them sign in the Plan Administrator spot only. Is it possible that he signed in both and it didn't like that because there was no preprinted name in the Plan Sponsor area?

ok - I thought there were threads about this but I searched and came up empty... I submitted a client's return through IFile. The client obtained the necessary credentials and went in and signed the filing for me. I went back in and submitted the filing. When I submitted; the filing showed as "Filing_Stopped". The form IS showing up in a general 5500 search on the EBSA home page. Attached is the filing error I received. The client has assured me that he registered as a "Filing Signer" and that he completed the registration process through getting his User ID and pin. Any thoughts? DOC070810_001.pdf

ok - I'm doing pretty well with these filings, once I'm on the website - but has anyone else noticed that there are problems with the site "hanging" or simply taking FOREVER to get from screen to screen? I was happy that I finally had some workable systems down with this and now the EBSA site is SOOOO slow.

I know today isn't over yet, but today (06/15) is SUPPOSED to be the "tentative" release day. I would think Relius could post something on their website that either they anticipate today WILL be the day or that there will be yet another delay. We are very frustrated and angry over this whole thing. We are a relatively small shop, I can't imagine what the larger shops are doing?!??!

Dinosaur, I'm with you - I was expecting to create the file in my RGF; export the *.xml file; & send that down to EFAST2 to await signature. (We are having our clients sign). I actually did try transmitting a form that didn't yet have the client signature and the filing was "stopped" due to no signature. That's why I assume I have to wait for the RGF update that will allow me to create the *.xml file that I can send down to EFAST2. We feel like this is insanity in our office. It would be so much easier if our clients could share their credentials. For crying out loud - this is a informational return filing that gets posted on the internet anyway....does this make sense to anyone? We would much rather our clients share their credentials with us than have their returns posted with signatures (the "fix" that the EBSA came up with to avoid credential sharing).

we have a large plan that excludes interns by class, however if an intern is later hired on permanently; they are given credits for prior service [where applicable] for elig and vesting per the Plan provisions. (some satisfy elig. requirements of 1 YOS over 1000 hours, age 21 while an intern). This plan easily passes coverage (there are not that many interns anyway). FWIW - this has never been questioned upon audit.

I knew I could type the forms into I-FILE but since we pay (a lot) for RGF I was hoping we would be able to use that to generate the forms to send to EFAST2 and have the client "sign" it there. No, eh?

I'm bringing this thread back.... If I read the Relius site correctly, the update to RGF that is to include the ability to export the *.XML file was "tentatively" scheduled for release yesterday. I did check this a.m. and it isn't there yet, but wanted to be sure that I'm not missing something. If we aren't using the Web Client - we need to wait for this release that is pending before we can send the file to IFILE and have the client go in and "sign" it, is that right? There isn't any other way to get the form to EFAST2 to await the client signature, is there?

ok - I think I must have something coded incorrectly in my software on a rehire...here are the facts: standard protoype 401k with 1 year/12 mos service, 1000 hours, age 21 & dual entry dates Jan & Jul 1 Employee over age 21 hired on 09/04/2007 terms on 10/10/2008. Had over 1000 hours from 09/07 - 09/08. would have entered 01/01/2009 if he stayed employed. rehired on 06/08/2009 2007 = 711 hours 2008 = 1809 hours 2009 = 1160 hours Under my old way of thinking he would enter the next entry date following rehire (07/01/2009) but am gathering from this thread you all would say he enters as of rehire on 06/08/2009. Relius is not bringing him in at all in 2009?

FWIW - I tell the client that the test failed but the excess was recharacterized as catchup contribution and therefore no refunds are necessary. Most of my clients that fail have been failing for years, so are REALLY happy when the excess can be recharaterized.

Guess I did sound foolish(!) I went on Relius support site and see that the i-file export capability is TENTATIVELY scheduled for 05/17/2010. Guess I can relax for now, eh?

At the risk of sounding foolish and because I don't want to submit an incident and have to wait for weeks - can anyone tell me how I create an EFAST2 filing in the RGF software that I can send to the client for transmitting? I believe it must be an *.xml file, but can't seem to create one in RGF. I know how to create the *.pdf file, and know that can be imported to i-file, but aren't I supposed to be able to create an *.xml file as well? When I use the "create an EFAST2 filing" feature it wants the client signature?? (secret codes!) We all know if the client provides those codes to me the client will be shot or at the very least drawn and quartered. (kidding OF COURSE) All this for an "informational" return which will be immediately posted for public view? I'll drop the sarcasm now...TGIF

We use Corbel docs as well. FWIW, I believe the participant did not satisfy the initial eligibility...i.e. met the 1000 hours but did not met the 12 months of service. I say the participant starts over beginning on 04/21/2010. I checked a Plan Doc here and the one I chose says that initial eligibiliy is 1 'year of service', 'year of service' is then defined as a "computation period over 1000 hours". The computation period for eligibilty is defined as the participant's initial 12 months of service and then switched to the plan year. my 2 cents.

FWIW - we just had one of these for 2007. The IRS letter said to send the form in, but after the client did that they got another letter telling them to redo it electronically.

just curious...did I beat the Relius folks?

Not sure if this will help - I did receive the same error message, however if I enter the SAR program separately from the desktop icon I am at least able to generate an SAR.

I did mean 04/01/2010 Mike and it was the 1st RMD due. Thanks Bird, this is actually an off calendar PYE of 03/31, only annual vals. My software was calculating a number that didn't match what I computed, so I wanted to be sure I was using the right figures and divisor.

I know this is an easy question but I'm frazzled today - Participant waived 1st RMD due 04/30/2010. To compute the RMD due by 12/31/2010...I still use 26.5 from the uniform table and the last val balance so in essense it's the same $$?

Look out Mr. Poje...you've got some serious competition excellent Belgarath

don't know if you would consider this "easy", but I save the Relius top heavy test as a Word Document to make changes...would that work for your needs?

My 2 cents: It sounds like the participant wants to report it correctly & I believe that is the IRS's main concern as well. They want to be sure that the taxes (and/or 10% excise) are paid. I think as long as the participant reports it correctly on his personal return, that should take care of it. You don't file the 1099-R with your return unless taxes were withheld which, in this case, they were not.

We use Relius Gov Forms. I'd like to add a problem I had today with the validation - RGF did not like the "NY" for New York State. It told me that I had used an invalid foreign address code. Now I know we can be "special" here in NY (hee hee), but what's up with that? I'd hate to get these returns to our clients for EFAST2 filing and have them reject for that. Not to mention having to go through all the Plan names and delete the parenthesis from 401(k)!!

ok - the latest and greatest in the line of what's up???? Anyone else have clients receiving letters from the IRS on the #945 withholding claiming that the deposits do not match the amount on the form? I'm on my second one already today and both clients say they did submit the withholding and thankfully have the EFTS slip from their bank. I'm having them respond and send in the backup info, but am wondering if we are in for a whole slew of these....

Help me out here...client forgot to file their 2007 5500. Plan has been around a very long time and NEVER been late. The 2008 was also filed timely. Client receives letter from IRS looking for the 2007 return. Letter indicates that client should send copy in with response. The letter mentions nothing about electronic filing. If client sends the form into the IRS with a tear-soaked letter, then does the client also have to file the electronic copy with the EBSA? thanks in advance!