Message Boards Digest

April 21, 2022

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

TPApril created a topic in Form 5500

Plan Year Change (after eoy)

"Welfare Plan has reached 100 participants so it's time to file the very first 5500. Apparently their existing plan document shows a 6/30 plan year end, but their policies are calendar year. They'd like to change the plan year and create a short plan year for the last year (ie today is 4/20/22 and they would like a short plan year 7/1/21-12/31/21). I think it's too late to retroactively (and easily) amend for that short plan year. But curious of other's opinions in the following two scenarios, if it can be done:
  1. 7/1/21 count < 100 so no 5500 required for a short 6-month plan year
  2. 7/1/21 count > 100 so a 5500 would be required at 12/31/21 (not yet due)
1 reply so far   |    Click Here to Add a Reply

Peter Gulia created a topic in Plan Document Amendments

What if a § 401(a) plan matches a governmental § 457(b) deferral?

"Some governmental employers allocate a matching contribution under a § 401(a) plan on a participant’s deferral under a § 457(b) plan. Does any provider’s IRS-preapproved document allow a user to specify this within the adoption agreement’s check-the-boxes (or allowed fill-in) choices? If not, how the IRS would respond to a Form 5307 application in which this point is the only variation from the preapproved document?"
2 replies so far   |    Click Here to Add a Reply

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