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Gilmore created a topic in Form 5500
To satisfy the requirement to post 5500 information to the plan sponsor's intranet, must the Form 5500 AND SAR be posted, or just the 5500, or just the SAR?
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B21 created a topic in IRAs and Roth IRAs
I have a situation where a client recently died. Her estate is the named beneficiary of her IRA. Her will created a trust for estate assets. Can the beneficiaries of the trust be considered as designated beneficiaries for IRA RMD purposes?
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kwalified created a topic in IRAs and Roth IRAs
A 59-year-old person has a traditional IRA and is interested in converting to one Roth or a few Roths. Due to her age, would this be advisable? If so, would multiple Roths be necessary?
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K-t-F created a topic in 401(k) Plans
An employee who is a participant in the plan (SH Match 401(k)) simply doesn't want to play anymore. He wants to take his money and invest it somewhere else, away from the plan. No distributable event. Not 59-1/2. Not disabled. The employee is out of luck, correct? Money has to stay put.
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ERISAAPPLE created a topic in Defined Benefit Plans, Including Cash Balance
If a DB plan fails 415, is there any way to correct that failure in a DC plan sponsored by the same employer?
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Earl created a topic in 401(k) Plans
Plan has 21 & 12 for PS and SH Match, but 3 months for 401k. If the owner gets Profit Sharing, does that eliminate the SH/TH exemption for the OE component plan (so the OE employees will need to get TH min is SH is less than 3% of pay)?
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KevinMc created a topic in 401(k) Plans
Is the federal tax withholding of 20% mandatory from a 401(k) distribution less than $1,000?
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rr_sphr created a topic in Cafeteria Plans
IRS Memo 201413006 somewhat speaks to this, but it doesn't seem to address an employee who terminated employment in the prior year. Debit card was charged in plan year 2017 for $159.26. Participant terminated employment 7/14/17 and received her 2017 W-2 at the beginning of 2018. Third party FSA admin just notified us at the end of the claim period and has stated that they have sent notices and contacted the individual 3 times and suspended the debit card as required by the Memo above. But it looks like there were no other claims to offset and there are no future wages in 2018 to offset. So the $159.26 would become income in 2018, right? And the employer would just have to eat the both sides (employee and employer) of the (albeit small) FICA/FUTA amounts? And the former employee would receive a W-2 from the employer for 2018?
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thepensionmaven created a topic in Form 5500
401(k) plan started in 2007. Sole proprietor hired her sister as a part-time employee (under 1,000 hours per year). Recordkeeper says she didn't need 5500s because the employee is excluded. Obviously, if the employee is excludable, no 5500s until investment value greater than $250,000. I believe excludables must be counted.
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