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Belgarath

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Topics posted by Belgarath

  1.  

    When must the new 402(f) notices be implemented?

    By Belgarath, in Retirement Plans in General

    • 1 reply
    • 735 views
  2.  

    Anti-cutback rule for union employees in a plan covering both union and non-union employees

    By Belgarath, in Retirement Plans in General

    • 5 replies
    • 489 views
  3.  

    SECURE Amendment deadline for tax-exempt 457(b) Plans

    By Belgarath, in 457 Plans

    • 7 replies
    • 1,977 views
  4.  

    Retiring the end of this year - hurray!

    By Belgarath, in Retirement Plans in General

    • 4 replies
    • 689 views
  5.  

    A Happy Thanksgiving

    By Belgarath, in Humor, Inspiration, Miscellaneous

    • 2 replies
    • 218 views
  6.  

    Lawsuit settlement - contributions to 401(k)?

    By Belgarath, in 401(k) Plans

    • 2 replies
    • 979 views
  7.  

    PC with only Highly Compensated employees

    By Belgarath, in Cafeteria Plans

    • 8 replies
    • 1,071 views
  8.  

    2025 IRS form 5330 - paper filing?

    By Belgarath, in Retirement Plans in General

    • 4 replies
    • 1,337 views
  9.  

    Increased DCAP limit amendment deadline

    By Belgarath, in Cafeteria Plans

    • 1 reply
    • 733 views
  10.  

    415(c) limitation for terminating DC plan

    By Belgarath, in Retirement Plans in General

    • 4 replies
    • 1,204 views
  11.  

    5500 filed late, not under DFVCP, then employer received CP283 penalty notice and paid it

    By Belgarath, in Form 5500

    • 3 replies
    • 1,643 views
  12.  

    Trouble with the IRS forms and publications page

    By Belgarath, in Retirement Plans in General

    • 1 reply
    • 2,048 views
  13.  

    Aggregating FICA compensation from CG/ASG members for purposes of HPI determination for Roth catch-up

    By Belgarath, in 401(k) Plans

    • 4 replies
    • 1,795 views
  14.  

    Excluded employee allowed to participate

    By Belgarath, in 401(k) Plans

    • 3 replies
    • 2,924 views
  15.  

    Former LTPT vesting credit

    By Belgarath, in Retirement Plans in General

    • 3 replies
    • 3,459 views
  16.  

    MEP situation - one of the more bizarre situations I've encountered

    By Belgarath, in Retirement Plans in General

    • 4 replies
    • 4,283 views
  17.  

    True-ups

    By Belgarath, in 401(k) Plans

    • 3 replies
    • 1,421 views
  18.  

    5500 Due date, with 5558 extension

    By Belgarath, in Form 5500

    • 4 replies
    • 2,718 views
  19.  

    SECURE 2.0 amendment deadlines for "applicable collectively bargained plans"

    By Belgarath, in Retirement Plans in General

    • 2 replies
    • 2,448 views
  20.  

    Whenever you think you have heard it all...giving money BACK to the employer

    By Belgarath, in 457 Plans

    • 9 replies
    • 1,022 views
  21.  

    Post-severance compensation

    By Belgarath, in Retirement Plans in General

    • 7 replies
    • 4,807 views
  22.  

    Compensation under the new tax bill

    By Belgarath, in Retirement Plans in General

    • 4 replies
    • 8,330 views
  23.  

    Interesting situation - frozen plan?

    By Belgarath, in Retirement Plans in General

    • 3 replies
    • 3,430 views
  24.  

    Beneficiary designation with multiple beneficiaries

    By Belgarath, in Defined Benefit Plans, Including Cash Balance

    • 5 replies
    • 1,581 views
  25.  

    Restatements if you are using Relius document system

    By Belgarath, in 403(b) Plans, Accounts or Annuities

    • 2 replies
    • 650 views
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