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Message Boards Digest

August 20, 2019

Here are the most recently added topics on the BenefitsLink Message Boards:

kmhaab created a topic in Plan Terminations

Turnaround Time for IRS Determination Letters on Plan Termination?

Anyone with recent experience on the turnaround time for plan termination Determination Letter requests? I know it will vary, but am hoping to get an idea of others' experience in last few years.

Number of replies posted  1 reply      Number of times viewed  28 views      Add Reply
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SSRRS created a topic in Defined Benefit Plans, Including Cash Balance

Effect of a Short Plan Year on Years of Service for Benefit Accrual

A 9/30, fiscal year-end plan switched to a calender year-end after 9/30/14. To make this change, a short plan year was created from 10/1/14 until 12/31/14. The plan benefit formula is 2% for each year of service. For the three-month plan year, is each employee credited with 2% for this additional "year of service"?

Number of replies posted  5 replies      Number of times viewed  58 views      Add Reply

Chaz created a topic in Health Plans (Including ACA, COBRA, HIPAA)

How to Properly Address a Response to IRS Employee Shan Montoya (Form 1095-C, etc.)?

Anyone who has worked with Applicable Large Employers who have failed to properly file their Forms 1095-C, etc. with the IRS has seen letters from the IRS signed by Shan Montoya, Operation Manager. My question is simple: Does anyone know whether this person prefers to be addressed as "Mr. Montoya", "Ms. Montoya", or something else?

Number of replies posted  2 replies      Number of times viewed  46 views      Add Reply

401Kerfuffle created a topic in 401(k) Plans

Exclude Vesting Prior to Non-ERISA 403(b) Plan's Effective Date?

Prior plan is an non-ERISA 403b effective from 2009 and terminated prior to 2015. They only had employee contributions, never any employer contributions. The new ERISA 403b is effective 1/1/2015. The plan excludes vesting service prior to plan's effective date. Can the new plan exclude vesting prior to 1/1/2015 even though they had another plan during that time?

Number of replies posted  0 replies      Number of times viewed  23 views      Add Reply
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