Get the Message Boards Digest by Email
BenefitsLink.com logo   

BenefitsLink® Message Boards Digest

January 12, 2024

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

Tom created a topic in 401(k) Plans

1099-R Coding for Rollover of Taxable Amount to Roth IRA

"We have a client with some employees rolling small DB distributions a Roth IRA. Code H does not apply since the instructions say that is for Roth source to Roth IRA. I'm wondering if that is just a G code with boxes 1 and 2 completed with the rollover amount. Am I missing something?"

2 replies so far   |    Click Here to Add a Reply

Jakyasar created a topic in Form 5500

Combo Plans: Form 5550-SF New Questions, Lines 14a, 14b, and 15

"Preparing my first 5500 for 2023. I heard some mixed comments about completing the new compliance questions. I am answering them but wanted to check what others think out there. No multiple employer plans."

No replies yet   |    Click Here to Add a Reply

Here are the most recently posted jobs on EmployeeBenefitsJobs.com,® a service of BenefitsLink®
View job as Sales & Marketing Representative

Sales & Marketing Representative  View details

DATAIR Employee Benefit Systems, Inc.
Remote / Westmont IL

 View job as Sales & Marketing Representative for DATAIR Employee Benefit Systems, Inc.
View job as Regional Plan Consultant (Sales), Pacific Northwest US Territory

Regional Plan Consultant (Sales), Pacific Northwest US Territory  View details

The Retirement Advantage, Inc.
Remote

 View job as Regional Plan Consultant (Sales), Pacific Northwest US Territory for The Retirement Advantage, Inc.
View job as Senior Retirement Plan Administrator

Senior Retirement Plan Administrator  View details

Envoy Financial
Colorado Springs CO / Hybrid

 View job as Senior Retirement Plan Administrator for Envoy Financial
View job as Actuarial Manager

Actuarial Manager  View details

Ascensus
Remote

 View job as Actuarial Manager for Ascensus
View job as Senior Implementations Associate

Senior Implementations Associate  View details

Vestwell
Remote / FL / IL / MA / MN / NY / PA / TX / Hybrid

 View job as Senior Implementations Associate for Vestwell
View job as Senior Specialist, Plan Design

Senior Specialist, Plan Design  View details

Vestwell
Remote / FL / IL / MA / MN / NY / PA / TX / Hybrid

 View job as Senior Specialist, Plan Design for Vestwell
View job as Retirement Plan Consultant

Retirement Plan Consultant  View details

The MandMarblestone Group, llc
Remote

 View job as Retirement Plan Consultant for The MandMarblestone Group, llc
►View More Jobs

►Post a Job

►Get Instant Job Alerts
BenefitsLink.com, Inc.
56 Creeksong Road
Whittier NC 28789
(407) 644-4146

Lois Baker, J.D., President
David Rhett Baker, J.D., Editor and Publisher

Copyright 2024 BenefitsLink.com, Inc. All materials contained in this mailing are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of BenefitsLink.com, Inc., or in the case of third party materials, the owner of those materials. You may not alter or remove any trademark, copyright or other notices from copies of the content.

Links to web sites other than BenefitsLink.com and EmployeeBenefitsJobs.com are offered as a service to our readers. We were not involved in the production of such links and are not responsible for their content.

Unsubscribe | Privacy Policy