"Was married to CPD officer for 15 years. Divorced, he got a percentage of my marital portion because I retired also from CPD and he also gets a monthly payment from my pension. He is still active. He is retiring this Summer but remarried last summer, will I still get a percentage of his marital portion(lump sum) AND a monthly amount once he retires?"

"Company A has NQDC (non-qualified deferred compensation) plan, and was acquired by company B. Company B has no such plan and wants to terminate the plan and do a lump sum distribution to plan participants. Are there alternatives to the lump sum option to reduce the tax liabilities for the participants?"

"My plan year end is 12/31/2024 and having Safe Harbor match. One employee is deferred and received the SH Match on pay roll basis. He is terminated in between on 6/25/2024 and withdrawn all the account balance. My doubt is, whether the employee's deferral and SH Match contribution should be included in testing or not for 2024 plan year?. If it is included in the testing and that employee is HCE and having refund, how to proceed with the distribution of excess amount? Already the employee is doesn't have any account balance, then how to proceed the distribution?"

"If filing for a client 5 years of 5500s for a DB plan with the DFVCP, can you charge for this service. What is reasonable? Hourly rate for the time spent on this?"

"I dissolved my LLC in late Nov. Formed new LLC in another state Jan 2 (filed in mid December) and received a new EIN for some reason even though the IRS says I didn't need one. Is this small gap in time relevant for plan sponsorship? The business did continue as a sole prop during the gap. It was the original DBA and EIN or SS I believe. I'm at the point of trying to figure out if I identify the sole prop with same EIN in plan amendment to show no gap in time or do I use the new LLC name/EIN?"