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Found 3 results

  1. I have a sole proprietor Money Purchase plan. Is the funding deadline 9/15? The accountants says since it is an individual it should be the extended date of the return, 10/15. Thank you!
  2. Working on a conversion with a plan sponsor who merged their MP plan into their 401k Profit Sharing plan 14 years ago. The receiving vendor doesn't support annuities, so they can only accept the 401k assets. We explored a partial plan transfer of the k-assets only, but the other vendor won't liquidate by source. Can the plan sponsor and/or participants remove the J&S from the MP assets therefore removing the protected benefit?
  3. The plan sponsor has two plans, a money purchase plan & a 401K plan. The employee is a participant in both plans. Each plan allows for loans and the limit of each plan is one loan at a time. I understand that the $50,000 limit applies to both plans being treated as a single plan. Participant can only take a loan of $50,000 combined from both plans (not $50,000 from each of the two plans totaling $100,000). Since each plan only allows for one loan at a time, would both plans be treated as a single plan limiting the number of loans to one total from both plans?
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