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Belgarath

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Topics posted by Belgarath

  1.  

    When an unincorporated partner becomes a W-2 employee mid-year

    By Belgarath, in Retirement Plans in General

    • 3 replies
    • 936 views
  2.  

    The Corporate Transparency Act (CTA) went into effect January 1, 2024

    By Belgarath, in Employee Stock Ownership Plans (ESOPs)

    • 1 reply
    • 1,132 views
  3.  

    ERISA 403(b) plan, initial effective date in the 1950's (obviously pre-ERISA) has NEVER filed a 5500 form

    By Belgarath, in Form 5500

    • 0 replies
    • 361 views
  4.  

    LTPT employees

    By Belgarath, in 401(k) Plans

    • 2 replies
    • 733 views
  5.  

    By the way, Happy Pi Day to all

    By Belgarath, in Humor, Inspiration, Miscellaneous

    • 2 replies
    • 599 views
  6.  

    Affiliated Service Group

    By Belgarath, in Retirement Plans in General

    • 5 replies
    • 621 views
  7.  

    Strange question re ADP testing

    By Belgarath, in 401(k) Plans

    • 3 replies
    • 646 views
  8.  

    Distribution codes for QBAD's, Terminal illness, PLESA's, Domestic Abuse, etc.

    By Belgarath, in Distributions and Loans, Other than QDROs

    • 2 replies
    • 849 views
  9.  

    403(b) Plan and disregarded entity

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

    • 2 replies
    • 534 views
  10.  

    457(b) distributions

    By Belgarath, in 457 Plans

    • 4 replies
    • 1,391 views
  11.  

    Schedule K-1 question

    By Belgarath, in Retirement Plans in General

    • 7 replies
    • 748 views
  12.  

    Employer nonelective or matching contributions as Roth

    By Belgarath, in 401(k) Plans

    • 1 reply
    • 409 views
  13.  

    Form 5500 - new compliance questions.

    By Belgarath, in Form 5500

    • 3 replies
    • 1,326 views
  14.  

    Mandatory distributions - jumping directly from $1,000 to $7,000

    By Belgarath, in Retirement Plans in General

    • 6 replies
    • 3,258 views
  15.  

    LTPT and safe harbor plans

    By Belgarath, in 401(k) Plans

    • 5 replies
    • 1,063 views
  16.  

    Plan termination, and Summary of Material Modifications

    By Belgarath, in Plan Terminations

    • 2 replies
    • 1,221 views
  17.  

    2024 Relius Plan Termination Amendment

    By Belgarath, in Retirement Plans in General

    • 3 replies
    • 783 views
  18.  

    Safe harbor nonelective plan - mid year amendment to exclude bonuses

    By Belgarath, in 401(k) Plans

    • 1 reply
    • 688 views
  19.  

    Death distribution - strange situation

    By Belgarath, in Distributions and Loans, Other than QDROs

    • 4 replies
    • 751 views
  20.  

    Restatement windows for 403(b) and DC plans

    By Belgarath, in Retirement Plans in General

    • 5 replies
    • 2,366 views
  21.  

    SECURE 2.0 - is there any source which incorporates all the changes in an updated document?

    By Belgarath, in Retirement Plans in General

    • 10 replies
    • 1,562 views
  22.  

    Happy Holidays to you all!

    By Belgarath, in Humor, Inspiration, Miscellaneous

    • 1 reply
    • 605 views
  23.  

    Yet another IRS screw-up - this time with a 5330

    By Belgarath, in Retirement Plans in General

    • 7 replies
    • 1,204 views
  24.  

    LTPT - sometimes I think that's all w2e are here for... anyway

    By Belgarath, in 401(k) Plans

    • 4 replies
    • 1,022 views
  25.  

    LTPT - interns

    By Belgarath, in 401(k) Plans

    • 24 replies
    • 4,291 views
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