Message Boards Digest

August 21, 2020

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

TPA created a topic in 401(k) Plans

Effect of Plan Amendment to Change Eligibility

"Individually-designed attorney-drafted document. Calendar year-end. Prior to 1/1/2019, eligibility for 401(k) and a 3% Safe Harbor non-elective contribution was no minimum age, 30 days, 1st of month. Effective 1/1/2019, the plan was amended; eligibility requirement for 3% Safe Harbor Non-elective and ESOP eligibility became:

'The eligibility requirement for participation in this plan is completion 1,000 hours in one Year of Eligibility Service. An Employee in Covered Employment shall become a participant ("Participant") on the first Entry Date preceding the date the Employee satisfies the eligibility requirements with respect to ESOP Contributions and Safe Harbor Contributions and the first Entry Date following the date the Employee satisfies the eligibility requirements with respect to all other Employer Contributions. Entry Date for purposes of ESOP Contributions and Safe Harbor Non-elective Contributions means the first day of each Plan Year. Entry date for purposes of all other Employer Contributions means the first day of each month.'

What is the SHNE entry date for someone hired on 02/28/2019 and worked 1,256.93 hours? Is it 01/01/2020? What is the SHNE entry date for someone hired on 06/17/2019 and worked 1,326.69 hours? Is it 01/01/2020? Do you know how I set up Relius to have it calculate the SHNE? Do I have to disaggregate the ADP testing since it has dual eligibility in the Plan now? Plan uses gross compensation (w-2 wages) for testing and allocations."

17 replies   |    109 views   |    Add Reply

Dave Baker created a topic in How to Use the Message Boards (a.k.a. Forums)

Suddenly having trouble signing in?

"If you are suddenly having trouble signing in because, when you click on the words "Existing user? Sign In," you see a "Sign In" box only for an instant such that you can't enter your display name (or email address) and your password, please let me know. Dave Baker --"

0 replies   |    28 views   |    Add Reply

Revecandy created a topic in Retirement Plans in General

Father's Surviving Spouse Refuses to Sign Over Account to Me

"I am the beneficiary of my father's Keogh account but his surviving spouse is refusing to sign it over to me. I can't even access details about the account balance."

1 reply   |    39 views   |    Add Reply

cathyw created a topic in Form 5500

Reimbursement to Plan Sponsor for Advisory Fees; How to Report on Schedule C?

"During the year, the plan sponsor received a reimbursement from the plan's revenue credit account for investment advisory and other consulting fees that the plan sponsor had paid directly. The record keeper issued a report reflecting all payments and recipients during the year, and listed the plan sponsor as a service provider receiving a direct payment. How should this be reported on Schedule C? Is the plan sponsor to be listed, with what service code and what relationship?"

4 replies   |    56 views   |    Add Reply

Here are the most recently posted jobs on, a service of BenefitsLink:

View job as 401(k) Implementation Manager

401(k) Implementation Manager  View details

Human Interest

View job as Client Relationship Manager

Client Relationship Manager  View details


View job as Public Affairs Specialist

Public Affairs Specialist  View details

Centers for Medicare & Medicaid Services [CMS]
Telecommute / Chicago IL / Dallas TX

View job as Retirement Plan Administrator (Account Manager)

Retirement Plan Administrator (Account Manager)  View details

Kushner & Company
Telecommute / Portage MI

View job as 401k Relationship Manager

401k Relationship Manager  View details

MVP Plan Administrators, Inc.
Telecommute / Cary NC

►View More Jobs

►Post a Job

►Get Instant Job Alerts, Inc.
1298 Minnesota Avenue, Suite H
Winter Park, Florida 32789
(407) 644-4146

Lois Baker, J.D., President
David Rhett Baker, J.D., Editor and Publisher
Holly Horton, Business Manager

Copyright 2020, Inc. All materials contained in this mailing are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of, Inc., or in the case of third party materials, the owner of those materials. You may not alter or remove any trademark, copyright or other notices from copies of the content.

Links to web sites other than and are offered as a service to our readers; we were not involved in their production and are not responsible for their content.

Unsubscribe | Privacy Policy