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Found 2 results

  1. Anyone knows of a designer and/or TPA that designs and/or administers defined benefit plans including the 401(h) health expenses benefits part, for financial advisors' clients?
  2. I am a plan sponsor and administer a 401(a) plan with a 401(h) feature. (The 401(a) is a money purchase plan, though it allows employee after-tax as well as employer contributions.) My question... Are allocations to the 401(h) account limited to a portion of current year contributions taking the incidental benefit limit into account? (This is how the plan is currently administered.) Or, with the appropriate amendment, can an employee transfer accumulated contributions from the inception date of the feature from 401(a) accounts to 401(h) accounts all at one time (still taking the incidental benefit limit into account)? In other words, this feature has been in effect since 2004. If an employee had a total of $100,000 in contributions from 2004 to the present and had never participated in the 401(h) feature, could he transfer $25,000 to his 401(h) account in 2015 regardless of his 2015 contributions? In researching what little information I can find on 401(h) accounts, I see references to transfers in DB plans, but nothing specifically referring to a DC. Any words of wisdom (and cites to go along with them) would be most welcome!
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