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Azienda News:
- BenefitsLink® Health Welfare Plans Newsletter for August 22, 2025
However, once the Fifth Circuit issues its ruling, the QPA calculation methodology could drastically change and the plans and issuers should be ready for that eventuality " MORE >>
- can one become ineligible once eligible in 403 (b)?
See "Once In, Always In - Q2" (about 36 minutes in, and be selected directly from indexing list) Once eligible to defer, the future actual hours worked are never taken into account again for deferrals, but can be excluded from employer contributions It also doesn't seem to trigger all less than 20 hour employees to become eligible
- Update on Participant Benefit Statements Required by the Pension . . .
Take a participant-directed plan where employees make § 401(k) contributions throughout the year, matching contributions are made quarterly, and profit sharing contributions are made once a year Might there be an obligation to report at least the § 401(k) contributions made during the year with respect to those statements?
- How To Handle RMD for Non-Owner who Terminated and was rehired part . . .
I agree with ESOP Guy, once you have a required beginning date, there is nothing that would allow you to stop or suspend RMDs merely because you were re-hired Even though the RMD due 4 1 2021 was waived, it still counts as the RBD and RMDs would be required for 2021 and every year thereafter The question becomes, is 2020 really a distribution calendar year? As CuseFan pointed out, if she
- Once eligible always eligible rule - 401 (k) Plans - BenefitsLink . . .
Is there any code reference for this "rule" besides break in service and rule of parity? For example, if a participant is eligible for a plan and later becomes part of excludable class – can the participant be forced to stop deferrals? Thanks in advance
- Article: Are Your Pension Benefits Safe from Creditors?
ERISA's anti-alienation protection will not protect benefits once they have been distributed outside of the retirement plan In contrast to retirement plans, IRAs are maintained by individuals and are not governed or protected by ERISA SEPs, or Simplified Employee Pensions, are similar to IRAs except they are set up by small employers
- Catching Up - benefitslink. com
Discuss with the payroll provider and the record-keeper how best to identify excess amounts before they occur, to the extent possible, and what to do once an excess arises Confirm whose responsibility it is to oversee the development of these plan processes before they are needed
- DOL Guidance on Pension Benefit Statements
The Department of Labor (DOL) has issued Field Assistance Bulletin 2006-03 (December 20, 2006) to provide guidance on the new requirements for defined benefit and defined contribution plans to furnish participants and beneficiaries with regular pension benefit statements
- Wolters Kluwers ftwilliam. com Launches New Form 5330 e-Filing . . .
Batch-Prepare: A new Form 5330 template empowers customers to minimize redundant data entry and reduce manual labor by populating multiple forms at once File Securely: Customers can file with confidence using a secure ftwPortal Pro environment that integrates directly with the IRS’ Modernized e-File (MeF) system
- BenefitsLink® Health Welfare Plans Newsletter for April 16, 2025
Health Welfare Plans Newsletter April 16, 2025 [Official Guidance] Text of Executive Order: Lowering Drug Prices by Once Again Putting Americans First
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