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Message Boards Digest

November 26, 2021

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

steve45 created a topic in 401(k) Plans

404 Compensation When Plan Excludes Bonuses

"Plan excludes bonuses from compensation, and post-entry compensation for two participants (as per plan document). How should I determine total 404 (25% deduction limit) compensation for any plan year? Exclude bonuses and post-entry compensation, or only consider gross compensation?"

No replies yet   |    Click Here to Add a Reply

Nicholas_Rich created a topic in Form 5500

Sources for Form 5500 Data?

"I've been using a few tools to help me look up 5500 info (such as Signor, Schedule C data, etc.) and I've historically used Judy Diamond and FreeERISA. I've recently learned about BenefitFlow, which I believe has similar functionality with some new client list features. What do you use to look up Form 5500 info?"

1 reply so far   |    Click Here to Add a Reply
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