Placing a hold on participant's account
Jul 1, 2011 · The legislative history for the bill that created QDROs states that the plan administrator can freeze the account for a reasonable amount of time once the PA receives …
Alternate Payee Beneficiaries. - Qualified Domestic Relations …
May 5, 2025 · Some domestic-relations orders try to get an alternate payee a power to name the alternate payee’s beneficiary, and some plans’ administrators react by deciding that such a …
Rollover Prior to Eligibility - 401 (k) Plans - benefitslink.com
Jun 5, 2025 · A plan allows rollover contributions once an employee becomes eligible at 3 mos of service. If the recordkeeper inadvertently allowed 2 rollovers prior to the participants being …
can one become ineligible once eligible in 403(b)?
Sep 15, 2018 · 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 …
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 …
Form 5500EZ, assets dip below $250,000 - BenefitsLink Message …
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 …
IRAs and Roth IRAs - BenefitsLink Message Boards
Jun 30, 2024 · You can withdrawal funds from your IRA and roll them back tax free if you do it within 60 days of the withdrawal, but there is a limit of 1 rollover like this per year. And I forget …
Once eligible always eligible "rule" - 401(k) Plans - BenefitsLink ...
Feb 13, 2012 · Once eligible always eligible "rule" By Guest JMH1962 February 13, 2012 in 401(k) Plans. Recommended Posts
Annual Service Requirement for Mandatory Employee Contributions?
Oct 31, 2024 · Does the “once in, always in” concept applicable to eligibility for elective deferrals also apply to eligibility for employer contributions, and if so, what is the legal authority requiring …
DOL Guidance on Pension Benefit Statements
Administrators of DB plans only have to furnish Statements once every three years, so the first Statement generally would be due for the 2009 plan year. However, if the plan wants to send …