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Message Boards Digest

December 18, 2020

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

BenefitsRUs21 created a topic in Employee Stock Ownership Plans (ESOPs)

ESOP Wants to Convert to Profit Sharing Plan

"Can anyone provide a good source for laying out the steps and implications regarding converting an ESOP to a profit sharing plan?"

0 replies   |    19 views   |    Add Reply

Meeea created a topic in Qualified Domestic Relations Orders (QDROs)

My Ex Seems to Have Violated Terms of QDRO

"Divorced. Both signed the Qualified Domestic Relations Order, which was accepted by plan and judge in 2010. In 2016, my ex filed for retirement. Instead of choosing J&S he chose a form of payment that has no death benefit, even though he and plan manager knew about the QDRO. Is the plan required to follow the terms of the QDRO?"

5 replies   |    63 views   |    Add Reply

TPApril created a topic in Plan Document Amendments

Does Outgoing Trustee Need to Sign an Amendment?

"One of two named trustees terminated employment with the plan sponsor on November 1. On December 1, the plan sponsor informs us they have changed trustees. [1] Can a change in trustee amendment be backdated to November 1? [2] Does the former trustee need to sign the change in trustee amendment?"

4 replies   |    24 views   |    Add Reply

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Retirement Plan Consultant  View details

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Plan Administrator for Retirement Plans  View details

TPA firm
Telecommute

View job as ESOP Administrator -- Sign-on bonus!

ESOP Administrator -- Sign-on bonus!  View details

Blue Ridge ESOP Associates
Telecommute

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