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Message Boards Digest

August 15, 2018

Here are the most recently added topics on the BenefitsLink Message Boards:

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mjf06241972 created a topic in 401(k) Plans

Sole 401(k) Plan Sponsor Wants to Invest in Real Estate

Have a solo 401k plan being set up. Owner would like to take his contribution and invest in a land/property investment that his son is involved in. I know this type of situation is a little tricky.
Number of replies posted  3 replies      Number of times viewed  66 views      Add Reply
 
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msmith created a topic in Form 5500

Trouble Getting Schedule C Data

Is anyone else having difficulties receiving Schedule C data (direct and/or indirect compensation) from American Funds? If so, how did you resolve?
Number of replies posted  0 replies      Number of times viewed  22 views      Add Reply
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jondoejag2 created a topic in 457 Plans

Can't Find Attorney to Help with Fiduciary Duty Case under Non-ERISA 457 Deferred Comp Plan

Where can I find an attorney who can practice in Tennessee who specializes in fiduciary responsibility breaches in non-ERISA 457 deferred compensation plans? I've been contacting attorney after attorney (at least [50] for the last 3 years. I either can't get them to talk to me, they won't return my calls, or they take all of my case information and then I never hear back from them. I have been charged by the state bar association for lawyer referrals only to have those referrals tell me they don't handle those types of cases and don't know why I was referred to them. How can violations of fiduciary responsibility be illegal if no attorney will even take a case involving them? I've been referred to securities attorneys, employment attorneys, retirement plan attorneys, ERISA attorneys -- and NONE of them will contact me back.
Number of replies posted  2 replies      Number of times viewed  35 views      Add Reply
Author's photo

PFranckowiak created a topic in Distributions and Loans, Other than QDROs

RMD from 401(k) Plan: Pay to Charity to Avoid Income Tax?

Investment advisor is telling a client that he can do a direct transfer of his 401k RMD to charity as a qualified charitable distribution. I thought it was only for IRAs.
Number of replies posted  2 replies      Number of times viewed  35 views      Add Reply
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Scuba 401 created a topic in Investment Issues (Including Self-Directed)

Prohibited Transaction for Participants/Owners to Form LLC with Plan Assets?

Employees of medical group will form LLC with plan assets, which will purchase property and lease it to medical group. LLC will be open to all employees/doctors/participants. Is it is a PT because the owners of the medical practice are benefiting from the use of plan assets to lease property to their practice? Are there are partnership interest thresholds that they might be able to stay below, in order to avoid the PT?
Number of replies posted  3 replies      Number of times viewed  39 views      Add Reply
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TaxLawyer1978 created a topic in Health Plans (Including ACA, COBRA, HIPAA)

Make New Employees Pay a Higher Contribution Percentage for Health Care?

An employer currently charges its employees 25% of the health premiums, and pays the other 75%. Going forward, the employer wants to charge any new incoming employees 50% for health premiums, but have the existing employees continue paying the 25%. That would result in the existing employees getting 75% of premiums as employer contribution, while new employees would only be getting 50%. Is this legal?
Number of replies posted  1 reply      Number of times viewed  26 views      Add Reply
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