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Belgarath

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Topics posted by Belgarath

  1.  

    QSLP's

    By Belgarath, in 401(k) Plans

    • 2 replies
    • 126 views
  2.  

    Long term part time employees and the "20 hour exclusion" in ERISA 403(b) Plans

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

    • 11 replies
    • 475 views
  3.  

    Disaster relief - 404(a)(6) deadline

    By Belgarath, in Retirement Plans in General

    • 2 replies
    • 159 views
  4.  

    Hurricane Helene

    By Belgarath, in Humor, Inspiration, Miscellaneous

    • 0 replies
    • 64 views
  5.  

    Deceased participant, spouse is sole beneficiary

    By Belgarath, in Distributions and Loans, Other than QDROs

    • 1 reply
    • 158 views
  6.  

    Very strange merger situation...

    By Belgarath, in Mergers and Acquisitions

    • 1 reply
    • 96 views
  7.  

    Automatic enrollment in 2025

    By Belgarath, in 401(k) Plans

    • 3 replies
    • 324 views
  8.  

    Non-ERISA 403(b) Plans

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

    • 2 replies
    • 197 views
  9.  

    Rollover into plan before becoming a participant

    By Belgarath, in Retirement Plans in General

    • 10 replies
    • 1,194 views
  10.  

    403(b) Plan filings

    By Belgarath, in Form 5500

    • 3 replies
    • 539 views
  11.  

    Merger of safe harbor plan into non-safe harbor plan due to business acquisition

    By Belgarath, in 401(k) Plans

    • 1 reply
    • 179 views
  12.  

    Pooled Employer Plans (PEP)

    By Belgarath, in Retirement Plans in General

    • 3 replies
    • 439 views
  13.  

    Deduction mechanics for an unincorporated partnership

    By Belgarath, in Defined Benefit Plans, Including Cash Balance

    • 3 replies
    • 228 views
  14.  

    "Reclassified Employees" - it's oddball week!

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

    • 2 replies
    • 519 views
  15.  

    Stock sale - plan issues not addressed in purchase and sale agreement, etc., of course...

    By Belgarath, in Plan Terminations

    • 4 replies
    • 659 views
  16.  

    8955-SSA for ESOP's

    By Belgarath, in Form 5500

    • 2 replies
    • 210 views
  17.  

    Limits when replacing SIMPLE-IRA mid-year with a Safe Harbor 401(k)

    By Belgarath, in 401(k) Plans

    • 2 replies
    • 208 views
  18.  

    Plan was a MEP, but no one knew it...

    By Belgarath, in Retirement Plans in General

    • 6 replies
    • 506 views
  19.  

    Filing a 5500-SF rather than a 5500-EZ

    By Belgarath, in Form 5500

    • 2 replies
    • 505 views
  20.  

    New company formed mid-year - effective date of January 1 for plan?

    By Belgarath, in Retirement Plans in General

    • 3 replies
    • 337 views
  21.  

    Amendments for SECURE et al for Terminating ESOP

    By Belgarath, in Employee Stock Ownership Plans (ESOPs)

    • 2 replies
    • 246 views
  22.  

    Sole proprietor deferral election

    By Belgarath, in 401(k) Plans

    • 10 replies
    • 758 views
  23.  

    2023 federal income tax refunds

    By Belgarath, in Humor, Inspiration, Miscellaneous

    • 6 replies
    • 447 views
  24.  

    Legal opinions

    By Belgarath, in Retirement Plans in General

    • 8 replies
    • 1,033 views
  25.  

    Partial Plan Terminations

    By Belgarath, in Plan Terminations

    • 3 replies
    • 500 views
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