Form 5500EZ, assets dip below $250,000 - Form 5500
Jul 20, 2022 · Makes me nervous to not file. Do people skip a year if the plan's assets don't exceed $250,000? Or is it recommended/you recommend to the client to keep filing? OR by …
Article: Are Your Pension Benefits Safe from Creditors?
Your assets held in retirement plans are generally safe from creditors, even if you are involved in a bankruptcy action.
Changing from eligible to excluded class - BenefitsLink Message …
Apr 19, 2019 · Once you solve if these people are in an excluded class or not it solves all your questions. It might add the problem the plan struggles to pass coverage but that is a future …
Full Time to Part Time - 401 (k) Plans - BenefitsLink Message Boards
May 25, 2018 · The first paragraph in WIFBR's follow-up is not dealing with allocation conditions; it is the fail-safe mechanism for ensuring that the service-based excluded class ends at the …
Excluded Class Employee works 1000 hours - What next?
Sep 13, 2023 · Once you determined they have the 1,000 hours in the 12 months what is the plan's entry dates? If it is the 1/1, 7/1 following the person doesn't enter the plan until 1/1/2023 …
Can A Profit Sharing Plan Continue Once The Employer Retires?
Oct 29, 2009 · I would very much appreciate if someone knowledgeable about qualified retirement plans could please comment whether an owner-employee Profit Sharing Plan (PSP) with 4 …
W-4R necessary? - BenefitsLink Message Boards
Dec 14, 2022 · The W-4P/R are good elections in perpetuity until they are changed, so once is good enough. So, once someone fills out a form they should be good to go withholding-wise. …
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 …
BenefitsLink® Health & Welfare Plans Newsletter for April 16, 2025
Apr 16, 2025 · Health & Welfare Plans Newsletter April 16, 2025 [Official Guidance] Text of Executive Order: Lowering Drug Prices by Once Again Putting Americans First
plan entry date question - 401 (k) Plans - BenefitsLink Message …
Dec 12, 2016 · Back in my 401k recordkeeping days, changes were sent once per payroll to the payroll system from the capturing system (forms, online, etc) and then we received the feed of …