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BenefitsLink
Message Boards Digest
August 15, 2018
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Here are the most recently added topics on the BenefitsLink Message Boards:
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mjf06241972 created a topic in 401(k) Plans
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.
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msmith created a topic in Form 5500
Is anyone else having difficulties receiving Schedule C data (direct and/or indirect compensation) from American Funds? If so, how did you resolve?
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jondoejag2 created a topic in 457 Plans
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.
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PFranckowiak created a topic in Distributions and Loans, Other than QDROs
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.
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Scuba 401 created a topic in Investment Issues (Including Self-Directed)
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?
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TaxLawyer1978 created a topic in Health Plans (Including ACA, COBRA, HIPAA)
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?
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David Rhett Baker, J.D., Editor and Publisher davebaker@benefitslink.com
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